-13.1%
CAVA vs PPG
-0.8%
-12.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.3% |
| 7D | -8.0% | -6.2% | -1.8% | -4.8% |
| 30D | -19.6% | -7.9% | -11.6% | -15.9% |
| 3M | -36.7% | -10.2% | -26.5% | -33.2% |
| 6M | -30.6% | +2.7% | -33.2% | -32.5% |
| YTD | -4.8% | +4.9% | -9.7% | -15.5% |
| 1Y | -13.1% | -3.2% | -9.9% | -22.5% |
| All | -13.1% | -0.8% | -12.4% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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