+897.6%
CCI vs PTEN
+510.3%
+387.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.1% |
| 7D | +0.2% | -1.0% | +1.2% | +0.3% |
| 30D | +0.5% | +29.3% | -28.8% | -3.2% |
| 3M | -16.3% | +7.2% | -23.5% | -17.5% |
| 6M | -13.9% | +43.5% | -57.5% | -19.1% |
| YTD | -12.4% | +113.2% | -125.7% | -22.2% |
| 1Y | -15.2% | +135.1% | -150.3% | -26.0% |
| 3Y | -9.9% | -4.8% | -5.0% | -14.0% |
| 5Y | -50.8% | +94.6% | -145.5% | -60.0% |
| 10Y | +18.3% | -24.2% | +42.5% | -8.2% |
| All | +897.6% | +510.3% | +387.4% | +322.2% |
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 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