+306.8%
CFG vs PTEN
-21.6%
+328.4%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.5% |
| 7D | -0.6% | -1.7% | +1.1% | -0.2% |
| 30D | -4.5% | +18.6% | -23.1% | -9.5% |
| 3M | +6.3% | +12.5% | -6.1% | +0.9% |
| 6M | +20.6% | +41.9% | -21.3% | +4.6% |
| YTD | +21.2% | +117.8% | -96.5% | -8.3% |
| 1Y | +38.2% | +145.3% | -107.1% | -0.3% |
| 3Y | +185.9% | -2.8% | +188.7% | +161.4% |
| 5Y | +97.0% | +93.4% | +3.6% | +30.1% |
| 10Y | +306.8% | -16.6% | +323.4% | +133.6% |
| All | +306.8% | -21.6% | +328.4% | +133.6% |
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