+305.2%
CG vs PTEN
-15.6%
+320.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -9.9% | +3.5% | -13.3% | -10.5% |
| 30D | -11.7% | +17.5% | -29.2% | -14.9% |
| 3M | -4.3% | +12.7% | -17.0% | -7.8% |
| 6M | -8.8% | +33.1% | -41.8% | -16.5% |
| YTD | -26.9% | +116.4% | -143.3% | -40.5% |
| 1Y | -35.4% | +141.2% | -176.6% | -49.1% |
| 3Y | +43.0% | -3.8% | +46.8% | +34.2% |
| 5Y | +1.9% | +92.7% | -90.8% | -21.1% |
| All | +305.2% | -15.6% | +320.8% | +180.8% |
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