+135.5%
CVE vs PTEN
+22.3%
+113.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -16.1% | -25.5% | +9.4% | -2.6% |
| 30D | -10.4% | -11.7% | +1.3% | -4.8% |
| 3M | -2.4% | -0.5% | -1.9% | -3.2% |
| 6M | -4.4% | -12.9% | +8.4% | +0.8% |
| YTD | +64.9% | +67.1% | -2.1% | +22.5% |
| 1Y | +66.0% | +70.5% | -4.5% | +21.4% |
| 3Y | +57.7% | -10.4% | +68.1% | +50.5% |
| All | +135.5% | +22.3% | +113.2% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling