-81.6%
CHTR vs PTEN
+87.9%
-169.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.7% |
| 7D | -4.1% | +3.5% | -7.6% | -4.5% |
| 30D | -3.0% | +17.5% | -20.5% | -4.7% |
| 3M | +4.8% | +12.7% | -8.0% | +3.0% |
| 6M | -35.0% | +33.1% | -68.1% | -37.9% |
| YTD | -30.2% | +116.4% | -146.6% | -37.4% |
| 1Y | -44.8% | +141.2% | -185.9% | -51.4% |
| 3Y | -66.6% | -3.8% | -62.8% | -68.2% |
| All | -81.6% | +87.9% | -169.5% | -83.6% |
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