+17.9%
CIEN vs PTEN
+71.6%
-53.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -6.6% | -8.6% | -14.5% |
| 7D | -34.0% | -21.6% | -12.4% | -32.4% |
| 30D | -48.0% | -12.8% | -35.2% | -46.7% |
| 3M | -43.5% | +5.1% | -48.7% | -41.5% |
| 6M | -57.6% | -18.5% | -39.2% | -57.3% |
| YTD | -1.3% | +67.6% | -68.9% | +4.8% |
| 1Y | +17.9% | +71.1% | -53.2% | +24.4% |
| All | +17.9% | +71.6% | -53.7% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling