-5.3%
ALC vs PTEN
+90.8%
-96.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +3.4% |
| 7D | -1.1% | +10.6% | -11.7% | -0.2% |
| 30D | +16.0% | -4.9% | +21.0% | +15.6% |
| 3M | +0.8% | +1.4% | -0.6% | +0.8% |
| 6M | +16.8% | -7.0% | +23.9% | +17.0% |
| YTD | -5.5% | +84.8% | -90.3% | -6.0% |
| 1Y | -5.3% | +95.7% | -100.9% | -6.9% |
| All | -5.3% | +90.8% | -96.0% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling