+4.8%
CHD vs PTEN
+135.2%
-130.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.1% |
| 7D | -2.7% | +0.7% | -3.4% | -2.6% |
| 30D | -4.6% | +31.2% | -35.8% | -2.8% |
| 3M | +5.0% | +2.0% | +3.0% | +5.8% |
| 6M | -3.2% | +42.4% | -45.6% | -2.3% |
| YTD | +18.6% | +109.2% | -90.6% | +19.0% |
| 1Y | +4.8% | +122.3% | -117.5% | +5.5% |
| All | +4.8% | +135.2% | -130.4% | +5.5% |
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