+84.9%
CL vs PTEN
-44.3%
+129.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.8% | +0.1% |
| 7D | +2.6% | -14.5% | +17.1% | +2.7% |
| 30D | +11.8% | -11.1% | +22.9% | +11.9% |
| 3M | +5.9% | -7.8% | +13.7% | +5.9% |
| 6M | +13.3% | -10.5% | +23.8% | +13.3% |
| YTD | +27.1% | +69.3% | -42.2% | +25.2% |
| 1Y | +28.0% | +70.5% | -42.5% | +26.1% |
| 3Y | +39.4% | -7.1% | +46.5% | +38.5% |
| 5Y | +40.8% | +29.1% | +11.6% | +37.2% |
| 10Y | +84.9% | -44.5% | +129.4% | +71.0% |
| All | +84.9% | -44.3% | +129.2% | +71.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling