-88.8%
CDE vs PTEN
+1,965.8%
-2,054.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -6.1% | +2.8% | -8.8% | -6.7% |
| 30D | +9.5% | +17.6% | -8.1% | +4.7% |
| 3M | +32.0% | +8.2% | +23.8% | +27.1% |
| 6M | -12.8% | +38.1% | -50.9% | -23.0% |
| YTD | +14.2% | +117.3% | -103.1% | -10.9% |
| 1Y | +36.3% | +146.1% | -109.8% | +1.7% |
| 3Y | +821.4% | -3.0% | +824.4% | +748.5% |
| 5Y | +194.3% | +93.5% | +100.8% | +116.2% |
| 10Y | +53.2% | -16.8% | +70.0% | +7.2% |
| All | -88.8% | +1,965.8% | -2,054.6% | -94.9% |
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