+5,392.8%
CI vs PTEN
+1,889.0%
+3,503.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +4.4% | +31.2% | -26.8% | +0.5% |
| 3M | +0.7% | +2.0% | -1.4% | -0.3% |
| 6M | +0.3% | +42.4% | -42.1% | -5.4% |
| YTD | +3.8% | +109.2% | -105.4% | -7.1% |
| 1Y | -5.5% | +122.3% | -127.8% | -16.5% |
| 3Y | +8.1% | -5.6% | +13.7% | +3.7% |
| 5Y | +42.8% | +86.5% | -43.7% | +19.1% |
| 10Y | +143.9% | -22.1% | +166.0% | +96.8% |
| All | +5,392.8% | +1,889.0% | +3,503.9% | +3,562.9% |
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