+28.0%
CNH vs PTEN
+135.2%
-107.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.1% | +4.0% |
| 7D | +23.3% | +0.7% | +22.6% | +23.3% |
| 30D | +33.5% | +31.2% | +2.2% | +34.7% |
| 3M | +32.7% | +2.0% | +30.7% | +34.5% |
| 6M | +22.2% | +42.4% | -20.2% | +17.3% |
| YTD | +57.7% | +109.2% | -51.5% | +40.5% |
| 1Y | +28.0% | +122.3% | -94.3% | +11.8% |
| All | +28.0% | +135.2% | -107.2% | +11.8% |
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