-39.7%
CAG vs PTEN
-3.7%
-36.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -5.7% | +3.5% | -9.1% | -5.7% |
| 30D | -2.4% | +17.5% | -19.9% | -2.5% |
| 3M | +9.8% | +12.7% | -2.9% | +10.0% |
| 6M | -10.8% | +33.1% | -43.9% | -11.3% |
| YTD | -10.8% | +116.4% | -127.3% | -12.8% |
| 1Y | -19.0% | +141.2% | -160.1% | -21.2% |
| 3Y | -39.7% | -3.8% | -35.9% | -37.9% |
| All | -39.7% | -3.7% | -36.0% | -37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling