+907.4%
PLTR vs CAVA
+33.0%
+874.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -0.4% |
| 7D | -4.1% | -8.0% | +4.0% | -1.3% |
| 30D | -2.2% | -19.6% | +17.3% | +5.3% |
| 3M | +27.6% | -36.7% | +64.3% | +47.8% |
| 6M | +10.3% | -30.6% | +40.9% | +21.6% |
| YTD | -5.9% | -4.8% | -1.1% | -11.3% |
| 1Y | +1.7% | -13.1% | +14.9% | -1.4% |
| 3Y | +959.1% | +48.8% | +910.3% | +751.0% |
| All | +907.4% | +33.0% | +874.4% | +792.0% |
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