+21.5%
PLD vs CAVA
+28.6%
-7.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.5% |
| 7D | -2.8% | -12.4% | +9.6% | -1.6% |
| 30D | -3.6% | -11.2% | +7.6% | -2.7% |
| 3M | -7.1% | -33.8% | +26.7% | -3.8% |
| 6M | +0.2% | -32.5% | +32.7% | +3.4% |
| YTD | +6.9% | -8.0% | +14.9% | +6.1% |
| 1Y | +25.0% | -17.1% | +42.2% | +25.1% |
| 3Y | +20.8% | +37.8% | -17.1% | +11.4% |
| All | +21.5% | +28.6% | -7.1% | +13.3% |
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