+593.0%
CEG vs PTEN
+22.7%
+570.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.4% |
| 7D | +12.1% | +10.6% | +1.5% | +9.7% |
| 30D | +0.2% | -4.9% | +5.2% | +1.0% |
| 3M | +0.7% | +1.4% | -0.7% | -0.3% |
| 6M | +2.2% | -7.0% | +9.3% | +2.1% |
| YTD | -20.3% | +84.8% | -105.1% | -34.1% |
| 1Y | -16.1% | +95.7% | -111.8% | -31.9% |
| 3Y | +134.7% | +2.0% | +132.7% | +114.1% |
| All | +593.0% | +22.7% | +570.3% | +616.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling