+6.1%
CMCSA vs PTEN
-15.6%
+21.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -4.9% | +3.5% | -8.3% | -5.2% |
| 30D | -1.1% | +17.5% | -18.6% | -2.9% |
| 3M | +6.6% | +12.7% | -6.2% | +4.7% |
| 6M | -15.5% | +33.1% | -48.6% | -18.9% |
| YTD | -6.7% | +116.4% | -123.1% | -15.4% |
| 1Y | -15.6% | +141.2% | -156.8% | -24.7% |
| 3Y | -33.7% | -3.8% | -29.9% | -36.1% |
| 5Y | -46.6% | +92.7% | -139.3% | -54.1% |
| All | +6.1% | -15.6% | +21.7% | -16.3% |
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