+26.2%
ALC vs PTEN
-14.7%
+40.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.1% |
| 7D | -6.2% | +7.2% | -13.4% | -6.7% |
| 30D | +14.0% | -7.4% | +21.4% | +14.4% |
| 3M | -2.4% | -2.4% | 0.0% | -2.7% |
| 6M | +12.6% | -10.0% | +22.6% | +12.6% |
| YTD | -8.4% | +79.7% | -88.1% | -14.5% |
| 1Y | -9.1% | +86.5% | -95.6% | -15.5% |
| 3Y | -0.3% | -1.4% | +1.1% | -3.9% |
| 5Y | -9.9% | +43.9% | -53.8% | -17.7% |
| All | +26.2% | -14.7% | +40.9% | -4.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling