+639.5%
CEG vs PTEN
+38.9%
+600.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.1% |
| 7D | +8.0% | +0.7% | +7.3% | +7.8% |
| 30D | +12.9% | +31.2% | -18.3% | +6.1% |
| 3M | +13.2% | +2.0% | +11.1% | +11.6% |
| 6M | -7.0% | +42.4% | -49.4% | -16.4% |
| YTD | -15.0% | +109.2% | -124.2% | -31.2% |
| 1Y | -2.7% | +122.3% | -125.0% | -23.2% |
| 3Y | +184.1% | -5.6% | +189.6% | +163.8% |
| All | +639.5% | +38.9% | +600.5% | +648.8% |
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