-54.9%
CAVA vs PLTD
-77.2%
+22.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.4% | -6.4% | -5.9% |
| 7D | -8.5% | -0.9% | -7.6% | -8.7% |
| 30D | -8.2% | +1.3% | -9.6% | -7.5% |
| 3M | -25.9% | -32.9% | +7.0% | -32.9% |
| 6M | -30.9% | -24.9% | -6.0% | -33.6% |
| YTD | -3.7% | -18.2% | +14.5% | -3.3% |
| 1Y | -13.4% | -28.7% | +15.3% | -16.7% |
| All | -54.9% | -77.2% | +22.3% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling