+863.2%
CDW vs PTEN
-17.9%
+881.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +3.2% | +0.7% | +2.5% | +3.0% |
| 30D | +9.3% | +31.2% | -21.9% | +4.6% |
| 3M | +9.8% | +2.0% | +7.8% | +8.6% |
| 6M | +23.3% | +42.4% | -19.1% | +15.7% |
| YTD | +13.7% | +109.2% | -95.5% | +0.4% |
| 1Y | -6.5% | +122.3% | -128.8% | -18.4% |
| 3Y | -25.2% | -5.6% | -19.7% | -28.2% |
| 5Y | -19.5% | +86.5% | -106.0% | -32.8% |
| 10Y | +285.8% | -22.1% | +307.9% | +196.4% |
| All | +863.2% | -17.9% | +881.2% | +640.1% |
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 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