-23.7%
PINS vs CAVA
+33.0%
-56.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.0% | +0.9% |
| 7D | -6.6% | -8.0% | +1.4% | -5.4% |
| 30D | -16.8% | -19.6% | +2.8% | -14.0% |
| 3M | -11.4% | -36.7% | +25.3% | -5.3% |
| 6M | -1.7% | -30.6% | +28.9% | +3.0% |
| YTD | -26.4% | -4.8% | -21.6% | -27.4% |
| 1Y | -45.5% | -13.1% | -32.4% | -45.7% |
| 3Y | -31.7% | +48.8% | -80.5% | -35.3% |
| All | -23.7% | +33.0% | -56.7% | -25.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling