+19.9%
CAVA vs PTEN
+79.8%
-59.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.4% | +12.1% | +1.9% |
| 7D | +14.2% | -15.5% | +29.7% | +12.6% |
| 30D | +14.6% | -7.8% | +22.4% | +13.6% |
| 3M | -2.3% | +6.4% | -8.7% | -2.0% |
| 6M | -30.5% | -11.9% | -18.6% | -29.8% |
| YTD | +5.6% | +79.4% | -73.8% | -9.3% |
| 1Y | +19.9% | +84.9% | -65.0% | +0.7% |
| All | +19.9% | +79.8% | -59.9% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling