-30.6%
CAVA vs PTEN
+38.4%
-69.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.4% |
| 7D | -8.0% | +3.5% | -11.5% | -7.4% |
| 30D | -19.6% | +17.5% | -37.1% | -16.6% |
| 3M | -36.7% | +12.7% | -49.4% | -33.8% |
| 6M | -30.6% | +33.1% | -63.7% | -24.6% |
| All | -30.6% | +38.4% | -69.0% | -24.6% |
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