+69.2%
CVE vs PTEN
-2.4%
+71.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.7% | -1.0% | +0.8% |
| 7D | +0.1% | -2.2% | +2.2% | +1.1% |
| 30D | -10.8% | -8.0% | -2.8% | -7.3% |
| 3M | -4.3% | -5.0% | +0.7% | -2.6% |
| 6M | -1.5% | -10.6% | +9.2% | +2.5% |
| YTD | +70.7% | +75.5% | -4.8% | +25.8% |
| 1Y | +58.1% | +70.2% | -12.1% | +17.9% |
| All | +69.2% | -2.4% | +71.6% | +57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling