-22.8%
CDW vs PTEN
+88.2%
-110.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.9% | -7.1% | -5.5% |
| 7D | -3.9% | -1.0% | -2.9% | -3.8% |
| 30D | +6.9% | +29.3% | -22.4% | +1.9% |
| 3M | +7.7% | +7.2% | +0.5% | +5.5% |
| 6M | +18.3% | +43.5% | -25.2% | +9.7% |
| YTD | +7.8% | +113.2% | -105.5% | -7.0% |
| 1Y | -12.2% | +135.1% | -147.2% | -25.8% |
| 3Y | -28.9% | -4.8% | -24.1% | -33.5% |
| 5Y | -22.8% | +94.6% | -117.4% | -39.2% |
| All | -22.8% | +88.2% | -110.9% | -39.2% |
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 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