+67.1%
PWR vs CAVA
-14.0%
+81.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.7% | +5.0% |
| 7D | +4.2% | -8.0% | +12.2% | +4.5% |
| 30D | -4.0% | -19.6% | +15.5% | -3.3% |
| 3M | -4.8% | -36.7% | +31.9% | -3.3% |
| 6M | +14.6% | -30.6% | +45.2% | +16.2% |
| YTD | +54.2% | -4.8% | +59.0% | +53.9% |
| 1Y | +67.1% | -13.1% | +80.2% | +70.0% |
| All | +67.1% | -14.0% | +81.2% | +70.0% |
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 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