+73.1%
CAVA vs PR
+64.2%
+8.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.9% |
| 7D | +0.7% | -16.4% | +17.1% | +4.6% |
| 30D | +13.6% | -1.9% | +15.5% | +13.4% |
| 3M | -4.9% | +8.0% | -12.9% | -7.9% |
| 6M | -33.9% | +4.1% | -38.0% | -35.6% |
| YTD | +0.8% | +58.7% | -57.9% | -16.8% |
| 1Y | +27.0% | +75.8% | -48.9% | +0.4% |
| 3Y | +73.1% | +73.2% | -0.1% | +44.7% |
| All | +73.1% | +64.2% | +8.8% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 3y: compounded portfolio wealth divided by compounded PR 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…
3y analysis · Full analysis span regression · 6 months rolling