+38.8%
CAVA vs PRU
+68.1%
-29.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -0.9% |
| 7D | -9.2% | +1.9% | -11.1% | -10.3% |
| 30D | -8.2% | +2.7% | -10.9% | -9.8% |
| 3M | -15.3% | +19.5% | -34.8% | -24.8% |
| 6M | -23.6% | +26.6% | -50.2% | -35.0% |
| YTD | +3.5% | +12.3% | -8.8% | -5.1% |
| 1Y | -7.9% | +18.0% | -25.9% | -18.8% |
| 3Y | +38.7% | +47.0% | -8.4% | +1.5% |
| All | +38.8% | +68.1% | -29.3% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling