+50.5%
CAVA vs PTC
-10.6%
+61.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.3% | -2.8% | -4.7% |
| 7D | -8.5% | -13.6% | +5.0% | -3.0% |
| 30D | -8.2% | -14.7% | +6.4% | -2.3% |
| 3M | -25.9% | -5.9% | -20.0% | -25.4% |
| 6M | -30.9% | -21.1% | -9.8% | -23.2% |
| YTD | -3.7% | -26.0% | +22.3% | +10.8% |
| 1Y | -13.4% | -36.8% | +23.4% | +10.2% |
| All | +50.5% | -10.6% | +61.0% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling