+59.6%
PCAR vs CAVA
+43.5%
+16.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.5% | +0.1% |
| 7D | -0.2% | -8.5% | +8.3% | +0.7% |
| 30D | -6.9% | -8.2% | +1.3% | -6.2% |
| 3M | +2.1% | -25.9% | +28.0% | +4.8% |
| 6M | +1.6% | -30.9% | +32.5% | +4.9% |
| YTD | +12.2% | -3.7% | +15.9% | +10.9% |
| 1Y | +28.0% | -13.4% | +41.5% | +27.4% |
| All | +59.6% | +43.5% | +16.1% | +58.1% |
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