-29.5%
CDW vs PTEN
-3.1%
-26.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.9% |
| 7D | -4.2% | -1.7% | -2.6% | -4.0% |
| 30D | +4.9% | +18.6% | -13.7% | +0.9% |
| 3M | +7.3% | +12.5% | -5.2% | +3.8% |
| 6M | +19.2% | +41.9% | -22.7% | +8.9% |
| YTD | +6.2% | +117.8% | -111.6% | -12.4% |
| 1Y | -14.0% | +145.3% | -159.3% | -31.4% |
| All | -29.5% | -3.1% | -26.4% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling