+3.7%
CG vs PTEN
+89.3%
-85.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -9.8% | +2.8% | -12.6% | -10.4% |
| 30D | -10.3% | +17.6% | -27.9% | -14.0% |
| 3M | -1.7% | +8.2% | -9.8% | -4.7% |
| 6M | -9.8% | +38.1% | -47.9% | -19.6% |
| YTD | -25.6% | +117.3% | -142.9% | -42.2% |
| 1Y | -32.5% | +146.1% | -178.6% | -49.9% |
| 3Y | +45.6% | -3.0% | +48.7% | +31.9% |
| 5Y | +3.7% | +93.5% | -89.8% | -19.8% |
| All | +3.7% | +89.3% | -85.7% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling