-12.7%
CMCSA vs PTEN
+135.2%
-147.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -2.1% | +0.7% | -2.8% | -2.1% |
| 30D | +7.0% | +31.2% | -24.2% | +7.7% |
| 3M | +15.1% | +2.0% | +13.1% | +15.7% |
| 6M | -15.4% | +42.4% | -57.8% | -15.6% |
| YTD | -1.9% | +109.2% | -111.1% | -3.5% |
| 1Y | -12.7% | +122.3% | -135.0% | -15.9% |
| All | -12.7% | +135.2% | -147.9% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling