+73.0%
CF vs PTEN
-8.3%
+81.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.0% |
| 7D | +6.0% | +0.7% | +5.3% | +5.8% |
| 30D | +14.8% | +31.2% | -16.4% | +7.1% |
| 3M | +14.1% | +2.0% | +12.0% | +12.6% |
| 6M | +28.5% | +42.4% | -13.9% | +18.1% |
| YTD | +74.9% | +109.2% | -34.3% | +48.8% |
| 1Y | +61.7% | +122.3% | -60.6% | +35.1% |
| All | +73.0% | -8.3% | +81.3% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling