+135.5%
CVE vs PTEN
-44.3%
+179.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.8% |
| 7D | -10.0% | -14.5% | +4.5% | -2.0% |
| 30D | -11.9% | -11.1% | -0.7% | -6.3% |
| 3M | -5.9% | -7.8% | +1.9% | -2.6% |
| 6M | -1.6% | -10.5% | +8.9% | +2.4% |
| YTD | +66.3% | +69.3% | -3.0% | +19.5% |
| 1Y | +57.5% | +70.5% | -13.0% | +12.1% |
| 3Y | +65.4% | -7.1% | +72.5% | +52.8% |
| 5Y | +144.2% | +29.1% | +115.0% | +68.7% |
| 10Y | +135.5% | -44.5% | +180.0% | +86.4% |
| All | +135.5% | -44.3% | +179.8% | +86.4% |
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 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