-2.7%
CVE vs PTEN
-9.6%
+6.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +0.4% |
| 7D | +4.6% | +7.2% | -2.6% | +0.9% |
| 30D | -12.0% | -7.4% | -4.6% | -8.7% |
| 3M | -3.8% | -2.4% | -1.4% | -3.3% |
| 6M | -2.7% | -10.0% | +7.3% | +2.8% |
| All | -2.7% | -9.6% | +6.8% | +2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling