+238.8%
PWR vs CAVA
+34.5%
+204.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.0% | +4.1% | -0.9% |
| 7D | +2.7% | -8.5% | +11.2% | +4.1% |
| 30D | -5.1% | -8.2% | +3.1% | -4.2% |
| 3M | -9.4% | -25.9% | +16.5% | -5.8% |
| 6M | +10.4% | -30.9% | +41.3% | +15.7% |
| YTD | +48.6% | -3.7% | +52.4% | +44.6% |
| 1Y | +68.0% | -13.4% | +81.5% | +66.0% |
| 3Y | +204.7% | +44.2% | +160.5% | +181.9% |
| All | +238.8% | +34.5% | +204.3% | +214.6% |
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