+27.6%
CAVA vs PTEN
+27.0%
+0.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | -8.0% | +3.5% | -11.5% | -8.7% |
| 30D | -19.6% | +17.5% | -37.1% | -22.5% |
| 3M | -36.7% | +12.7% | -49.4% | -38.8% |
| 6M | -30.6% | +33.1% | -63.7% | -37.4% |
| YTD | -4.8% | +116.4% | -121.2% | -26.6% |
| 1Y | -13.1% | +141.2% | -154.3% | -35.9% |
| 3Y | +48.8% | -3.8% | +52.6% | +40.4% |
| All | +27.6% | +27.0% | +0.6% | +5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling