+48.8%
CAVA vs PSA
+22.3%
+26.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.8% | +3.2% |
| 7D | -8.0% | -1.8% | -6.2% | -7.2% |
| 30D | -19.6% | -8.4% | -11.2% | -16.3% |
| 3M | -36.7% | -7.8% | -28.8% | -34.4% |
| 6M | -30.6% | +0.8% | -31.4% | -31.1% |
| YTD | -4.8% | +16.5% | -21.3% | -11.7% |
| 1Y | -13.1% | +4.7% | -17.8% | -15.8% |
| 3Y | +48.8% | +21.1% | +27.7% | +30.6% |
| All | +48.8% | +22.3% | +26.5% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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