+42.4%
CART vs PTEN
-9.7%
+52.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.9% | -7.9% | -6.2% |
| 7D | -4.1% | -1.0% | -3.1% | -4.0% |
| 30D | -4.3% | +29.3% | -33.6% | -6.6% |
| 3M | +13.1% | +7.2% | +5.9% | +12.2% |
| 6M | +26.0% | +43.5% | -17.5% | +20.7% |
| YTD | +6.7% | +113.2% | -106.5% | -2.9% |
| 1Y | +6.3% | +135.1% | -128.8% | -4.8% |
| All | +42.4% | -9.7% | +52.1% | +27.7% |
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