+293.7%
CDW vs PTEN
-15.6%
+309.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.4% | +8.2% | +7.9% |
| 7D | +0.9% | +3.5% | -2.5% | +0.3% |
| 30D | +13.1% | +17.5% | -4.5% | +9.9% |
| 3M | +19.7% | +12.7% | +6.9% | +16.4% |
| 6M | +30.7% | +33.1% | -2.4% | +23.4% |
| YTD | +14.7% | +116.4% | -101.7% | -0.1% |
| 1Y | -5.3% | +141.2% | -146.5% | -19.3% |
| 3Y | -23.8% | -3.8% | -20.1% | -27.4% |
| 5Y | -16.8% | +92.7% | -109.5% | -32.1% |
| All | +293.7% | -15.6% | +309.3% | +191.1% |
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