+251.6%
PWR vs CAVA
+33.0%
+218.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.7% | +4.6% |
| 7D | +4.2% | -8.0% | +12.2% | +5.6% |
| 30D | -4.0% | -19.6% | +15.5% | -0.9% |
| 3M | -4.8% | -36.7% | +31.9% | +1.8% |
| 6M | +14.6% | -30.6% | +45.2% | +20.0% |
| YTD | +54.2% | -4.8% | +59.0% | +50.3% |
| 1Y | +67.1% | -13.1% | +80.2% | +64.9% |
| 3Y | +218.5% | +48.8% | +169.7% | +194.4% |
| All | +251.6% | +33.0% | +218.5% | +227.1% |
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 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