+1,500.5%
CIEN vs PTEN
-15.6%
+1,516.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +8.9% | +3.5% | +5.4% | +8.4% |
| 30D | -19.1% | +17.5% | -36.6% | -20.9% |
| 3M | -21.5% | +12.7% | -34.2% | -23.2% |
| 6M | +2.8% | +33.1% | -30.3% | -2.7% |
| YTD | +49.5% | +116.4% | -67.0% | +31.2% |
| 1Y | +163.8% | +141.2% | +22.6% | +127.1% |
| 3Y | +615.8% | -3.8% | +619.6% | +581.9% |
| 5Y | +548.4% | +92.7% | +455.7% | +448.1% |
| All | +1,500.5% | -15.6% | +1,516.1% | +1,197.6% |
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