+61.8%
CVE vs PTEN
-18.4%
+80.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -16.1% | -25.5% | +9.4% | -2.1% |
| 30D | -10.4% | -11.7% | +1.3% | -4.6% |
| 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% | +21.1% |
| 1Y | +66.0% | +70.5% | -4.5% | +20.0% |
| 3Y | +57.7% | -10.4% | +68.1% | +49.3% |
| 5Y | +144.7% | +23.7% | +121.1% | +78.2% |
| 10Y | +139.2% | -42.7% | +181.9% | +100.9% |
| All | +61.8% | -18.4% | +80.2% | -8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling