+12.2%
PCAR vs CAVA
+19.2%
-7.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.8% | +1.3% | +3.8% |
| 7D | +3.7% | +14.2% | -10.6% | +2.5% |
| 30D | -2.9% | +14.6% | -17.5% | -4.1% |
| 3M | -21.7% | -2.3% | -19.4% | -21.8% |
| 6M | -6.6% | -30.5% | +23.9% | -3.9% |
| YTD | -2.2% | +5.6% | -7.9% | -4.9% |
| 1Y | +12.2% | +19.9% | -7.6% | +5.5% |
| All | +12.2% | +19.2% | -7.0% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling