-19.7%
CDNS vs PTEN
+149.3%
-168.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.1% |
| 7D | -6.5% | +2.8% | -9.3% | -6.6% |
| 30D | -13.0% | +17.6% | -30.6% | -13.7% |
| 3M | -26.0% | +8.2% | -34.2% | -25.6% |
| 6M | -2.8% | +38.1% | -40.9% | -5.3% |
| YTD | -8.8% | +117.3% | -126.1% | -15.7% |
| All | -19.7% | +149.3% | -168.9% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling