-7.9%
CAVA vs PTC
-33.3%
+25.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.0% | +4.6% | -0.7% |
| 7D | -9.2% | -10.3% | +1.0% | -8.0% |
| 30D | -8.2% | +1.1% | -9.3% | -8.3% |
| 3M | -15.3% | +1.6% | -16.9% | -15.0% |
| 6M | -23.6% | -13.5% | -10.1% | -16.3% |
| YTD | +3.5% | -19.1% | +22.6% | +19.2% |
| 1Y | -7.9% | -33.9% | +26.0% | +16.6% |
| All | -7.9% | -33.3% | +25.4% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling