-17.1%
CAVA vs PRU
+18.5%
-35.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.2% | -4.7% |
| 7D | -12.4% | -3.8% | -8.6% | -11.4% |
| 30D | -11.2% | -2.0% | -9.2% | -10.7% |
| 3M | -33.8% | +14.0% | -47.7% | -36.8% |
| 6M | -32.5% | +27.2% | -59.8% | -38.3% |
| YTD | -8.0% | +9.1% | -17.1% | -12.5% |
| 1Y | -17.1% | +18.1% | -35.2% | -24.8% |
| All | -17.1% | +18.5% | -35.6% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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