+33.0%
CAVA vs PTC
+38.9%
-5.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.7% | +1.6% |
| 7D | -1.6% | +0.5% | -2.0% | -1.7% |
| 30D | +12.9% | +1.2% | +11.7% | +12.4% |
| 3M | -19.3% | +27.4% | -46.7% | -26.1% |
| 6M | -19.5% | +39.2% | -58.7% | -30.0% |
| YTD | -0.8% | +12.5% | -13.3% | -2.6% |
| 1Y | +20.8% | +12.3% | +8.5% | +18.8% |
| 3Y | +85.7% | +28.8% | +56.9% | +50.2% |
| All | +33.0% | +38.9% | -5.9% | +2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling