+56.1%
CDE vs PTEN
-15.6%
+71.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -3.1% | +3.5% | -6.6% | -3.9% |
| 30D | +9.5% | +17.5% | -8.1% | +5.1% |
| 3M | +25.5% | +12.7% | +12.8% | +20.2% |
| 6M | -7.9% | +33.1% | -41.0% | -17.1% |
| YTD | +15.6% | +116.4% | -100.9% | -8.7% |
| 1Y | +34.0% | +141.2% | -107.1% | +1.9% |
| 3Y | +791.9% | -3.8% | +795.7% | +727.7% |
| 5Y | +197.7% | +92.7% | +105.0% | +129.0% |
| All | +56.1% | -15.6% | +71.7% | +0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling