+281.1%
CG vs PTEN
-9.8%
+290.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.4% |
| 7D | +0.2% | +10.6% | -10.4% | -2.1% |
| 30D | +11.2% | -4.9% | +16.1% | +11.6% |
| 3M | -22.1% | +1.4% | -23.5% | -23.3% |
| 6M | -17.9% | -7.0% | -10.9% | -18.7% |
| YTD | -31.3% | +84.8% | -116.1% | -42.8% |
| 1Y | -24.0% | +95.7% | -119.6% | -37.6% |
| 3Y | +45.0% | +2.0% | +43.0% | +34.1% |
| 5Y | -22.6% | +48.0% | -70.6% | -37.5% |
| 10Y | +282.1% | -38.3% | +320.5% | +190.2% |
| All | +281.1% | -9.8% | +290.9% | +158.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling