+171.2%
PANW vs CAVA
+33.0%
+138.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.5% | -5.8% | -2.8% |
| 7D | -0.8% | -8.0% | +7.2% | +0.4% |
| 30D | -14.6% | -19.6% | +5.0% | -11.9% |
| 3M | +18.3% | -36.7% | +55.0% | +26.0% |
| 6M | +100.5% | -30.6% | +131.1% | +109.2% |
| YTD | +79.5% | -4.8% | +84.3% | +75.3% |
| 1Y | +66.7% | -13.1% | +79.8% | +64.6% |
| 3Y | +161.2% | +48.8% | +112.5% | +145.9% |
| All | +171.2% | +33.0% | +138.2% | +162.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling