+1.7%
PDD vs CAVA
+44.7%
-42.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | -4.1% | -9.2% | +5.2% | -3.5% |
| 30D | -9.6% | -8.2% | -1.4% | -9.2% |
| 3M | -4.3% | -15.3% | +11.0% | -3.6% |
| 6M | -18.8% | -23.6% | +4.8% | -17.6% |
| YTD | -27.5% | +3.5% | -31.0% | -28.3% |
| 1Y | -33.6% | -7.9% | -25.7% | -34.1% |
| 3Y | -20.4% | +38.7% | -59.1% | -30.1% |
| All | +1.7% | +44.7% | -42.9% | -10.1% |
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 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