+95.2%
CNC vs PTEN
-15.6%
+110.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.6% |
| 7D | -0.9% | +3.5% | -4.4% | -1.3% |
| 30D | -1.0% | +17.5% | -18.5% | -2.8% |
| 3M | +4.5% | +12.7% | -8.2% | +2.7% |
| 6M | +85.2% | +33.1% | +52.1% | +78.2% |
| YTD | +61.4% | +116.4% | -55.0% | +46.9% |
| 1Y | +94.9% | +141.2% | -46.3% | +74.6% |
| 3Y | 0.0% | -3.8% | +3.8% | -3.2% |
| 5Y | +11.2% | +92.7% | -81.5% | -6.2% |
| All | +95.2% | -15.6% | +110.9% | +55.9% |
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 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