+159.5%
CVE vs PTEN
+49.0%
+110.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.2% | -0.8% |
| 7D | +5.9% | +10.6% | -4.6% | +0.5% |
| 30D | -10.9% | -4.9% | -5.9% | -8.9% |
| 3M | -4.5% | +1.4% | -6.0% | -6.1% |
| 6M | -1.0% | -7.0% | +6.1% | +0.9% |
| YTD | +74.7% | +84.8% | -10.0% | +23.1% |
| 1Y | +65.8% | +95.7% | -29.9% | +13.0% |
| 3Y | +73.2% | +2.0% | +71.2% | +54.5% |
| All | +159.5% | +49.0% | +110.5% | +82.9% |
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