+27.7%
CFG vs PTEN
+69.4%
-41.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.4% | -0.4% |
| 7D | +0.7% | -14.5% | +15.2% | +0.4% |
| 30D | +2.8% | -11.1% | +13.9% | +2.4% |
| 3M | -10.1% | -7.8% | -2.3% | -10.3% |
| 6M | +3.2% | -10.5% | +13.7% | +3.8% |
| YTD | +14.2% | +69.3% | -55.1% | -2.2% |
| All | +27.7% | +69.4% | -41.7% | +10.1% |
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 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