+62.0%
CVE vs PTEN
+77.0%
-15.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +0.5% |
| 7D | +4.6% | +7.2% | -2.6% | +1.0% |
| 30D | -12.0% | -7.4% | -4.6% | -8.8% |
| 3M | -3.8% | -2.4% | -1.4% | -3.3% |
| 6M | -2.7% | -10.0% | +7.3% | +0.9% |
| YTD | +73.6% | +79.7% | -6.1% | +31.1% |
| 1Y | +62.0% | +86.5% | -24.5% | +20.5% |
| All | +62.0% | +77.0% | -15.0% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling