+97.4%
CB vs PTEN
+88.2%
+9.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.6% |
| 7D | -0.6% | -1.0% | +0.4% | -0.6% |
| 30D | -3.9% | +29.3% | -33.2% | -6.0% |
| 3M | +4.9% | +7.2% | -2.3% | +4.0% |
| 6M | +3.3% | +43.5% | -40.3% | -0.7% |
| YTD | +8.5% | +113.2% | -104.7% | +0.3% |
| 1Y | +22.1% | +135.1% | -113.0% | +11.4% |
| 3Y | +70.1% | -4.8% | +75.0% | +67.2% |
| 5Y | +97.4% | +94.6% | +2.8% | +72.5% |
| All | +97.4% | +88.2% | +9.2% | +72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling