+25.2%
PLD vs CAVA
+43.2%
-18.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +0.9% |
| 7D | -0.9% | -1.5% | +0.7% | -0.7% |
| 30D | -1.2% | -3.7% | +2.5% | -1.0% |
| 3M | -2.3% | -18.3% | +16.0% | -1.0% |
| 6M | +4.5% | -23.5% | +28.0% | +6.5% |
| YTD | +10.1% | +2.5% | +7.7% | +8.2% |
| 1Y | +25.9% | -8.0% | +33.9% | +24.7% |
| 3Y | +24.4% | +53.5% | -29.1% | +13.6% |
| All | +25.2% | +43.2% | -18.0% | +15.5% |
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