+185.5%
CAPR vs PTEN
-4.1%
+189.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.5% | +3.7% | +22.8% | +26.5% |
| 7D | +25.8% | -2.2% | +27.9% | +25.2% |
| 30D | +50.2% | -8.0% | +58.2% | +37.3% |
| 3M | +185.5% | -5.0% | +190.5% | +142.8% |
| All | +185.5% | -4.1% | +189.6% | +142.8% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling