+165.9%
CVE vs PTEN
-25.9%
+191.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.7% |
| 7D | +2.5% | +0.7% | +1.8% | +2.0% |
| 30D | +16.7% | +31.2% | -14.5% | -0.2% |
| 3M | +9.3% | +2.0% | +7.2% | +6.5% |
| 6M | +43.6% | +42.4% | +1.2% | +15.0% |
| YTD | +93.6% | +109.2% | -15.6% | +24.5% |
| 1Y | +98.8% | +122.3% | -23.6% | +21.4% |
| 3Y | +73.6% | -5.6% | +79.2% | +59.5% |
| 5Y | +312.5% | +86.5% | +226.0% | +130.3% |
| All | +165.9% | -25.9% | +191.7% | +79.1% |
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