+19.9%
CAVA vs PNR
-31.2%
+51.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.3% | -0.5% | +1.6% |
| 7D | +14.2% | +11.9% | +2.3% | +10.0% |
| 30D | +14.6% | +37.1% | -22.6% | +3.0% |
| 3M | -2.3% | +5.7% | -8.0% | -3.9% |
| 6M | -30.5% | -5.7% | -24.8% | -28.6% |
| YTD | +5.6% | -29.8% | +35.4% | +18.0% |
| 1Y | +19.9% | -31.8% | +51.7% | +44.7% |
| All | +19.9% | -31.2% | +51.0% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling