-13.1%
CAVA vs PTC
-36.4%
+23.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.2% |
| 7D | -8.0% | -7.3% | -0.8% | -7.1% |
| 30D | -19.6% | -11.6% | -7.9% | -18.2% |
| 3M | -36.7% | +10.5% | -47.1% | -37.9% |
| 6M | -30.6% | -17.8% | -12.8% | -23.9% |
| YTD | -4.8% | -24.9% | +20.1% | +11.9% |
| 1Y | -13.1% | -36.8% | +23.7% | +17.8% |
| All | -13.1% | -36.4% | +23.3% | +17.8% |
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 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