+18.6%
PLD vs CAVA
+43.8%
-25.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +0.5% | +12.6% | -12.1% | -0.8% |
| 3M | -5.5% | -1.9% | -3.6% | -5.7% |
| 6M | -8.3% | -23.9% | +15.6% | -6.6% |
| YTD | +4.3% | +2.9% | +1.4% | +2.2% |
| 1Y | +7.4% | +21.6% | -14.2% | +3.2% |
| 3Y | +37.1% | +94.4% | -57.3% | +23.2% |
| All | +18.6% | +43.8% | -25.2% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling