+96.8%
CAT vs PTEN
+135.1%
-38.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -3.0% | -1.0% |
| 7D | +2.9% | -1.7% | +4.6% | +3.1% |
| 30D | -2.6% | +18.6% | -21.2% | -3.9% |
| 3M | -10.7% | +12.5% | -23.1% | -11.9% |
| 6M | +16.1% | +41.9% | -25.7% | +8.4% |
| YTD | +43.2% | +117.8% | -74.6% | +20.9% |
| 1Y | +96.8% | +145.3% | -48.5% | +65.5% |
| All | +96.8% | +135.1% | -38.2% | +65.5% |
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