+1,026.7%
CDNS vs PTEN
-15.3%
+1,042.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.1% |
| 7D | -6.5% | +2.8% | -9.3% | -6.8% |
| 30D | -13.0% | +17.6% | -30.6% | -14.6% |
| 3M | -26.0% | +8.2% | -34.2% | -27.0% |
| 6M | -2.8% | +38.1% | -40.9% | -7.0% |
| YTD | -8.8% | +117.3% | -126.1% | -17.2% |
| 1Y | -15.8% | +146.1% | -161.9% | -24.8% |
| 3Y | +19.7% | -3.0% | +22.8% | +15.0% |
| 5Y | +70.8% | +93.5% | -22.7% | +50.6% |
| All | +1,026.7% | -15.3% | +1,042.0% | +776.5% |
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