-1.3%
PDD vs CAVA
+43.2%
-44.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.9% |
| 7D | -4.1% | -1.5% | -2.6% | -4.0% |
| 30D | -13.1% | -3.7% | -9.4% | -13.0% |
| 3M | -3.5% | -18.3% | +14.8% | -2.5% |
| 6M | -21.8% | -23.5% | +1.7% | -20.7% |
| YTD | -29.7% | +2.5% | -32.1% | -30.4% |
| 1Y | -36.2% | -8.0% | -28.3% | -36.6% |
| 3Y | -16.4% | +53.5% | -69.8% | -27.6% |
| All | -1.3% | +43.2% | -44.5% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling