+415.5%
CNQ vs PTEN
-15.6%
+431.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +0.1% | +3.5% | -3.3% | -1.3% |
| 30D | +6.2% | +17.5% | -11.3% | -1.1% |
| 3M | +12.4% | +12.7% | -0.4% | +5.6% |
| 6M | +9.0% | +33.1% | -24.1% | -5.2% |
| YTD | +52.2% | +116.4% | -64.2% | +7.0% |
| 1Y | +65.0% | +141.2% | -76.1% | +9.4% |
| 3Y | +78.8% | -3.8% | +82.6% | +64.4% |
| 5Y | +286.0% | +92.7% | +193.3% | +137.1% |
| All | +415.5% | -15.6% | +431.1% | +191.1% |
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