+161.2%
PANW vs CAVA
+41.9%
+119.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.5% | -5.8% | -2.9% |
| 7D | -0.8% | -8.0% | +7.2% | +0.6% |
| 30D | -14.6% | -19.6% | +5.0% | -11.3% |
| 3M | +18.3% | -36.7% | +55.0% | +27.7% |
| 6M | +100.5% | -30.6% | +131.1% | +110.9% |
| YTD | +79.5% | -4.8% | +84.3% | +73.7% |
| 1Y | +66.7% | -13.1% | +79.8% | +63.7% |
| 3Y | +161.2% | +48.8% | +112.5% | +123.5% |
| All | +161.2% | +41.9% | +119.3% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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