+2,076.3%
CBRE vs PTEN
+9.0%
+2,067.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.4% |
| 7D | -1.8% | +10.6% | -12.3% | -4.9% |
| 30D | +3.3% | -4.9% | +8.2% | +3.6% |
| 3M | -12.4% | +1.4% | -13.8% | -14.6% |
| 6M | -5.4% | -7.0% | +1.7% | -7.3% |
| YTD | -17.2% | +84.8% | -102.0% | -36.8% |
| 1Y | -13.1% | +95.7% | -108.8% | -35.1% |
| 3Y | +81.6% | +2.0% | +79.6% | +56.2% |
| 5Y | +26.4% | +48.0% | -21.5% | -17.2% |
| 10Y | +381.6% | -38.3% | +420.0% | +189.4% |
| All | +2,076.3% | +9.0% | +2,067.4% | +556.7% |
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 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