+974.1%
CNP vs PTEN
+1,656.8%
-682.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | +0.3% |
| 7D | +1.3% | +10.6% | -9.3% | +0.2% |
| 30D | +3.8% | -4.9% | +8.7% | +4.1% |
| 3M | +2.4% | +1.4% | +0.9% | +1.8% |
| 6M | -1.2% | -7.0% | +5.8% | -1.4% |
| YTD | +9.3% | +84.8% | -75.5% | +0.7% |
| 1Y | +6.4% | +95.7% | -89.2% | -2.7% |
| 3Y | +66.4% | +2.0% | +64.4% | +58.8% |
| 5Y | +75.7% | +48.0% | +27.7% | +54.8% |
| 10Y | +145.1% | -38.3% | +183.5% | +106.2% |
| All | +974.1% | +1,656.8% | -682.6% | +627.6% |
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