+607.3%
CEG vs PTEN
+44.3%
+563.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | +0.3% | +2.8% | -2.5% | -0.3% |
| 30D | +2.9% | +17.6% | -14.7% | -0.8% |
| 3M | +18.2% | +8.2% | +10.0% | +15.2% |
| 6M | -9.5% | +38.1% | -47.6% | -17.9% |
| YTD | -18.7% | +117.3% | -136.0% | -34.7% |
| 1Y | -10.1% | +146.1% | -156.2% | -30.9% |
| 3Y | +168.3% | -3.0% | +171.4% | +147.8% |
| All | +607.3% | +44.3% | +563.0% | +610.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling