+2,317.2%
CBRE vs PTEN
+23.4%
+2,293.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -2.0% | +0.7% | -2.7% | -2.4% |
| 30D | -2.2% | +31.2% | -33.4% | -11.2% |
| 3M | +12.9% | +2.0% | +10.9% | +9.4% |
| 6M | +4.3% | +42.4% | -38.1% | -11.0% |
| YTD | -8.0% | +109.2% | -117.2% | -31.4% |
| 1Y | -8.6% | +122.3% | -130.9% | -34.1% |
| 3Y | +71.9% | -5.6% | +77.4% | +53.7% |
| 5Y | +50.0% | +86.5% | -36.5% | -8.8% |
| 10Y | +390.1% | -22.1% | +412.2% | +169.5% |
| All | +2,317.2% | +23.4% | +2,293.8% | +612.8% |
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