+1.1%
CHD vs PTEN
-3.4%
+4.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -4.7% | +2.8% | -7.5% | -4.6% |
| 30D | -8.3% | +17.6% | -25.9% | -7.7% |
| 3M | -4.0% | +8.2% | -12.2% | -3.4% |
| 6M | -6.5% | +38.1% | -44.6% | -5.3% |
| YTD | +13.1% | +117.3% | -104.2% | +15.4% |
| 1Y | +2.3% | +146.1% | -143.8% | +4.8% |
| All | +1.1% | -3.4% | +4.5% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling