-52.9%
CAVA vs PLTU
+142.1%
-195.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.7% | -0.3% |
| 7D | -1.5% | -11.6% | +10.0% | -0.1% |
| 30D | -3.7% | -4.6% | +1.0% | -3.6% |
| 3M | -18.3% | +33.7% | -52.0% | -25.3% |
| 6M | -23.5% | -9.4% | -14.1% | -26.7% |
| YTD | +2.5% | -34.7% | +37.2% | +2.4% |
| 1Y | -8.0% | -23.2% | +15.3% | -14.1% |
| All | -52.9% | +142.1% | -195.0% | -68.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling