+75.8%
CDNS vs PTEN
+87.9%
-12.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.6% |
| 7D | -1.1% | +3.5% | -4.6% | -1.6% |
| 30D | -10.4% | +17.5% | -28.0% | -12.6% |
| 3M | -24.6% | +12.7% | -37.3% | -26.3% |
| 6M | -1.6% | +33.1% | -34.7% | -6.8% |
| YTD | -7.4% | +116.4% | -123.9% | -19.1% |
| 1Y | -18.4% | +141.2% | -159.6% | -30.2% |
| 3Y | +19.0% | -3.8% | +22.8% | +11.4% |
| All | +75.8% | +87.9% | -12.1% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling