+301.6%
CHTR vs PTEN
+7.0%
+294.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.0% |
| 7D | -7.1% | +2.8% | -9.9% | -7.4% |
| 30D | -10.9% | +17.6% | -28.4% | -12.3% |
| 3M | +2.0% | +8.2% | -6.2% | +0.8% |
| 6M | -35.9% | +38.1% | -74.0% | -38.5% |
| YTD | -32.7% | +117.3% | -149.9% | -38.3% |
| 1Y | -46.6% | +146.1% | -192.6% | -51.8% |
| 3Y | -66.7% | -3.0% | -63.7% | -67.8% |
| 5Y | -82.1% | +93.5% | -175.6% | -84.2% |
| 10Y | -46.8% | -16.8% | -30.0% | -54.3% |
| All | +301.6% | +7.0% | +294.6% | +217.9% |
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 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