+543.5%
CIEN vs PTEN
+87.9%
+455.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +8.9% | +3.5% | +5.4% | +8.3% |
| 30D | -19.1% | +17.5% | -36.6% | -21.3% |
| 3M | -21.5% | +12.7% | -34.2% | -23.5% |
| 6M | +2.8% | +33.1% | -30.3% | -4.1% |
| YTD | +49.5% | +116.4% | -67.0% | +26.0% |
| 1Y | +163.8% | +141.2% | +22.6% | +116.4% |
| 3Y | +615.8% | -3.8% | +619.6% | +558.3% |
| All | +543.5% | +87.9% | +455.6% | +445.9% |
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