+163.8%
CIEN vs PTEN
+148.3%
+15.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +8.9% | +3.5% | +5.4% | +8.7% |
| 30D | -19.1% | +17.5% | -36.6% | -19.2% |
| 3M | -21.5% | +12.7% | -34.2% | -22.2% |
| 6M | +2.8% | +33.1% | -30.3% | +0.7% |
| YTD | +49.5% | +116.4% | -67.0% | +38.6% |
| 1Y | +163.8% | +141.2% | +22.6% | +137.4% |
| All | +163.8% | +148.3% | +15.5% | +137.4% |
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