-14.1%
CG vs PTEN
+79.8%
-93.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -9.4% | +13.9% | +3.8% |
| 7D | +9.4% | -15.5% | +24.9% | +8.2% |
| 30D | +8.7% | -7.8% | +16.5% | +8.1% |
| 3M | -15.0% | +6.4% | -21.4% | -14.7% |
| 6M | -13.2% | -11.9% | -1.3% | -13.1% |
| YTD | -26.2% | +79.4% | -105.5% | -35.0% |
| 1Y | -14.1% | +84.9% | -99.0% | -25.2% |
| All | -14.1% | +79.8% | -93.9% | -25.2% |
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