+38.2%
CFG vs PTEN
+135.1%
-96.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -0.9% |
| 7D | -0.6% | -1.7% | +1.1% | -0.6% |
| 30D | -4.5% | +18.6% | -23.1% | -4.9% |
| 3M | +6.3% | +12.5% | -6.1% | +7.0% |
| 6M | +20.6% | +41.9% | -21.3% | +15.7% |
| YTD | +21.2% | +117.8% | -96.5% | +6.4% |
| 1Y | +38.2% | +145.3% | -107.1% | +17.6% |
| All | +38.2% | +135.1% | -96.9% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling