-13.1%
CAVA vs PTEN
+148.3%
-161.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.5% |
| 7D | -8.0% | +3.5% | -11.5% | -8.0% |
| 30D | -19.6% | +17.5% | -37.1% | -19.5% |
| 3M | -36.7% | +12.7% | -49.4% | -35.8% |
| 6M | -30.6% | +33.1% | -63.7% | -32.8% |
| YTD | -4.8% | +116.4% | -121.2% | -19.2% |
| 1Y | -13.1% | +141.2% | -154.3% | -29.1% |
| All | -13.1% | +148.3% | -161.4% | -29.1% |
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 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