-56.2%
CAVA vs PLTU
+133.3%
-189.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.2% |
| 7D | -8.0% | -8.1% | +0.1% | -6.9% |
| 30D | -19.6% | -7.0% | -12.5% | -19.1% |
| 3M | -36.7% | +40.0% | -76.7% | -42.6% |
| 6M | -30.6% | -6.0% | -24.6% | -34.1% |
| YTD | -4.8% | -37.1% | +32.3% | -4.3% |
| 1Y | -13.1% | -33.1% | +20.0% | -16.5% |
| All | -56.2% | +133.3% | -189.5% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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