+574.3%
CF vs PTEN
-24.5%
+598.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.2% |
| 7D | -0.9% | -1.0% | +0.1% | -0.7% |
| 30D | +18.1% | +29.3% | -11.2% | +9.4% |
| 3M | +23.4% | +7.2% | +16.1% | +19.8% |
| 6M | +17.1% | +43.5% | -26.4% | +4.6% |
| YTD | +76.2% | +113.2% | -37.0% | +40.5% |
| 1Y | +62.3% | +135.1% | -72.8% | +24.6% |
| 3Y | +71.8% | -4.8% | +76.7% | +61.2% |
| 5Y | +234.6% | +94.6% | +139.9% | +136.1% |
| 10Y | +574.3% | -24.2% | +598.5% | +357.4% |
| All | +574.3% | -24.5% | +598.7% | +357.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling