+219.2%
CB vs PTEN
-15.3%
+234.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.8% | +2.8% | -5.5% | -3.1% |
| 30D | -2.4% | +17.6% | -20.0% | -4.4% |
| 3M | +2.8% | +8.2% | -5.4% | +1.2% |
| 6M | +4.8% | +38.1% | -33.3% | -0.5% |
| YTD | +9.2% | +117.3% | -108.1% | -2.2% |
| 1Y | +22.8% | +146.1% | -123.3% | +7.8% |
| 3Y | +71.1% | -3.0% | +74.2% | +64.5% |
| 5Y | +101.0% | +93.5% | +7.5% | +67.5% |
| All | +219.2% | -15.3% | +234.5% | +129.2% |
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