+25.0%
PLD vs CAVA
-16.9%
+42.0%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.7% |
| 7D | -2.8% | -12.4% | +9.6% | -2.1% |
| 30D | -3.6% | -11.2% | +7.6% | -3.1% |
| 3M | -7.1% | -33.8% | +26.7% | -5.4% |
| 6M | +0.2% | -32.5% | +32.7% | +2.0% |
| YTD | +6.9% | -8.0% | +14.9% | +7.1% |
| 1Y | +25.0% | -17.1% | +42.2% | +25.8% |
| All | +25.0% | -16.9% | +42.0% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling