+132.5%
CNP vs PTEN
-15.3%
+147.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -2.2% | +2.8% | -4.9% | -2.5% |
| 30D | -2.1% | +17.6% | -19.6% | -3.9% |
| 3M | -7.9% | +8.2% | -16.1% | -9.2% |
| 6M | -8.3% | +38.1% | -46.4% | -12.6% |
| YTD | +3.8% | +117.3% | -113.5% | -6.4% |
| 1Y | +5.9% | +146.1% | -140.2% | -6.4% |
| 3Y | +49.3% | -3.0% | +52.3% | +44.1% |
| 5Y | +69.3% | +93.5% | -24.2% | +41.2% |
| All | +132.5% | -15.3% | +147.8% | +53.1% |
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