-23.0%
PINS vs CAVA
+42.4%
-65.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | -9.4% | -3.5% | -5.9% | -8.8% |
| 30D | -10.2% | +13.8% | -24.0% | -12.2% |
| 3M | -19.0% | -1.7% | -17.4% | -19.2% |
| 6M | -7.4% | -25.2% | +17.9% | -4.1% |
| YTD | -25.7% | +1.9% | -27.6% | -27.7% |
| 1Y | -29.7% | +21.4% | -51.1% | -33.7% |
| 3Y | -38.1% | +92.5% | -130.6% | -42.6% |
| All | -23.0% | +42.4% | -65.3% | -25.8% |
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