+10,876.2%
CDNS vs PTEN
+1,889.0%
+8,987.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.8% |
| 7D | -14.0% | +0.7% | -14.7% | -14.2% |
| 30D | -13.2% | +31.2% | -44.4% | -17.0% |
| 3M | -28.9% | +2.0% | -30.9% | -29.7% |
| 6M | -4.2% | +42.4% | -46.6% | -10.6% |
| YTD | -6.4% | +109.2% | -115.6% | -17.9% |
| 1Y | -16.2% | +122.3% | -138.5% | -27.6% |
| 3Y | +20.2% | -5.6% | +25.7% | +15.1% |
| 5Y | +76.6% | +86.5% | -9.9% | +44.6% |
| 10Y | +1,029.7% | -22.1% | +1,051.8% | +776.8% |
| All | +10,876.2% | +1,889.0% | +8,987.3% | +5,448.6% |
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