+63.0%
CAKE vs PTEN
+43.1%
+20.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.4% |
| 7D | -5.6% | +2.8% | -8.4% | -5.3% |
| 30D | -10.5% | +17.6% | -28.1% | -8.6% |
| 3M | +43.6% | +8.2% | +35.5% | +42.1% |
| 6M | +63.0% | +38.1% | +24.9% | +76.1% |
| All | +63.0% | +43.1% | +20.0% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 6mo: compounded portfolio wealth divided by compounded PTEN 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…
6mo analysis · Full analysis span regression · 6 months rolling