+27.6%
CAVA vs PNR
-2.4%
+30.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +3.6% |
| 7D | -8.0% | -6.0% | -2.0% | -4.3% |
| 30D | -19.6% | -14.0% | -5.6% | -11.5% |
| 3M | -36.7% | -21.7% | -15.0% | -27.5% |
| 6M | -30.6% | -37.3% | +6.7% | -7.4% |
| YTD | -4.8% | -45.1% | +40.3% | +37.5% |
| 1Y | -13.1% | -49.1% | +36.0% | +33.7% |
| 3Y | +48.8% | -14.8% | +63.6% | +52.8% |
| All | +27.6% | -2.4% | +30.0% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling