+143.5%
CVE vs PTEN
-41.7%
+185.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.7% | -1.0% | +0.6% |
| 7D | +0.1% | -2.2% | +2.2% | +1.2% |
| 30D | -10.8% | -8.0% | -2.8% | -7.0% |
| 3M | -4.3% | -5.0% | +0.7% | -2.6% |
| 6M | -1.5% | -10.6% | +9.2% | +2.6% |
| YTD | +70.7% | +75.5% | -4.8% | +20.2% |
| 1Y | +58.1% | +70.2% | -12.1% | +12.7% |
| 3Y | +69.8% | -3.7% | +73.5% | +53.8% |
| 5Y | +148.9% | +34.9% | +114.0% | +67.9% |
| 10Y | +143.5% | -41.4% | +185.0% | +86.6% |
| All | +143.5% | -41.7% | +185.2% | +86.6% |
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