+5,832.4%
CB vs PTEN
+1,889.0%
+3,943.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +0.5% | +0.7% | -0.2% | +0.4% |
| 30D | -3.1% | +31.2% | -34.3% | -6.6% |
| 3M | +9.0% | +2.0% | +6.9% | +7.9% |
| 6M | +2.9% | +42.4% | -39.6% | -3.0% |
| YTD | +10.1% | +109.2% | -99.1% | -1.4% |
| 1Y | +22.8% | +122.3% | -99.5% | +8.6% |
| 3Y | +73.8% | -5.6% | +79.4% | +66.5% |
| 5Y | +99.2% | +86.5% | +12.7% | +66.9% |
| 10Y | +218.2% | -22.1% | +240.3% | +157.2% |
| All | +5,832.4% | +1,889.0% | +3,943.4% | +3,325.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling