-23.4%
CG vs PTEN
+40.8%
-64.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.4% | -6.7% | -4.8% |
| 7D | -1.5% | +7.2% | -8.7% | -3.1% |
| 30D | +5.7% | -7.4% | +13.1% | +6.7% |
| 3M | -17.9% | -2.4% | -15.5% | -18.6% |
| 6M | -20.2% | -10.0% | -10.2% | -20.3% |
| YTD | -32.0% | +79.7% | -111.7% | -45.5% |
| 1Y | -27.0% | +86.5% | -113.5% | -42.3% |
| 3Y | +42.8% | -1.4% | +44.1% | +28.3% |
| 5Y | -23.4% | +43.9% | -67.4% | -37.9% |
| All | -23.4% | +40.8% | -64.3% | -37.9% |
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