+27.6%
CAVA vs PTC
-7.3%
+35.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.8% |
| 7D | -8.0% | -7.3% | -0.8% | -5.1% |
| 30D | -19.6% | -11.6% | -7.9% | -15.4% |
| 3M | -36.7% | +10.5% | -47.1% | -40.4% |
| 6M | -30.6% | -17.8% | -12.8% | -24.4% |
| YTD | -4.8% | -24.9% | +20.1% | +9.1% |
| 1Y | -13.1% | -36.8% | +23.7% | +11.3% |
| 3Y | +48.8% | -8.7% | +57.5% | +33.4% |
| All | +27.6% | -7.3% | +35.0% | +14.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling