+52.0%
CI vs PTEN
+33.9%
+18.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.2% | -0.8% |
| 7D | -1.3% | -2.2% | +0.9% | -1.2% |
| 30D | +6.4% | -8.0% | +14.4% | +6.8% |
| 3M | +10.7% | -5.0% | +15.7% | +10.6% |
| 6M | +5.5% | -10.6% | +16.1% | +5.6% |
| YTD | +11.4% | +75.5% | -64.1% | +4.2% |
| 1Y | +15.0% | +70.2% | -55.1% | +7.8% |
| 3Y | +9.0% | -3.7% | +12.7% | +6.0% |
| 5Y | +52.0% | +34.9% | +17.0% | +38.5% |
| All | +52.0% | +33.9% | +18.1% | +38.5% |
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 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