+4,369.3%
CNC vs PTEN
+86.1%
+4,283.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.1% |
| 7D | -4.9% | -1.7% | -3.2% | -4.7% |
| 30D | -3.8% | +18.6% | -22.4% | -6.2% |
| 3M | -3.2% | +12.5% | -15.7% | -5.5% |
| 6M | +47.9% | +41.9% | +6.0% | +39.2% |
| YTD | +55.7% | +117.8% | -62.1% | +37.6% |
| 1Y | +106.2% | +145.3% | -39.1% | +78.4% |
| 3Y | -2.1% | -2.8% | +0.7% | -6.9% |
| 5Y | +3.4% | +93.4% | -90.0% | -16.6% |
| 10Y | +91.7% | -16.6% | +108.2% | +48.0% |
| All | +4,369.3% | +86.1% | +4,283.2% | +2,047.2% |
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