-7.1%
PCG vs CAVA
-16.9%
+9.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -1.1% |
| 7D | +0.5% | -12.4% | +12.9% | +0.6% |
| 30D | -18.9% | -11.2% | -7.7% | -18.8% |
| 3M | -15.8% | -33.8% | +17.9% | -15.4% |
| 6M | -22.6% | -32.5% | +10.0% | -22.0% |
| YTD | -12.2% | -8.0% | -4.2% | -11.4% |
| 1Y | -7.1% | -17.1% | +10.0% | -3.5% |
| All | -7.1% | -16.9% | +9.9% | -3.5% |
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