+130.1%
CVE vs PTEN
-43.5%
+173.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | -10.1% | -16.4% | +6.4% | -0.8% |
| 30D | -12.1% | -12.8% | +0.7% | -5.6% |
| 3M | -1.9% | +0.7% | -2.6% | -3.5% |
| 6M | -1.8% | -12.2% | +10.3% | +3.2% |
| YTD | +65.8% | +66.1% | -0.3% | +20.4% |
| 1Y | +60.8% | +69.2% | -8.4% | +15.0% |
| 3Y | +70.1% | -8.2% | +78.3% | +58.2% |
| 5Y | +134.8% | +19.2% | +115.6% | +69.7% |
| 10Y | +130.1% | -45.6% | +175.6% | +82.2% |
| All | +130.1% | -43.5% | +173.6% | +82.2% |
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