+27.6%
CAVA vs PNC
+118.3%
-90.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.1% |
| 7D | -8.0% | -0.6% | -7.5% | -7.7% |
| 30D | -19.6% | -4.4% | -15.2% | -17.3% |
| 3M | -36.7% | +5.2% | -41.9% | -39.0% |
| 6M | -30.6% | +20.6% | -51.2% | -38.8% |
| YTD | -4.8% | +19.8% | -24.6% | -15.3% |
| 1Y | -13.1% | +24.4% | -37.5% | -24.7% |
| 3Y | +48.8% | +131.2% | -82.5% | -7.5% |
| All | +27.6% | +118.3% | -90.7% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling