-11.1%
CHYM vs PTEN
+116.8%
-127.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -2.3% | +3.5% | -5.7% | -2.3% |
| 30D | +4.4% | +17.5% | -13.1% | +4.2% |
| 3M | +91.3% | +12.7% | +78.6% | +90.4% |
| 6M | +44.0% | +33.1% | +10.9% | +39.8% |
| YTD | +31.1% | +116.4% | -85.3% | +16.7% |
| 1Y | +37.8% | +141.2% | -103.3% | +21.3% |
| All | -11.1% | +116.8% | -127.9% | -25.5% |
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 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