+337.5%
COP vs PTEN
-15.3%
+352.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +1.0% | +2.8% | -1.8% | -0.2% |
| 30D | +9.6% | +17.6% | -8.0% | +1.9% |
| 3M | +15.0% | +8.2% | +6.9% | +9.9% |
| 6M | +21.8% | +38.1% | -16.4% | +3.9% |
| YTD | +49.6% | +117.3% | -67.7% | +4.8% |
| 1Y | +49.9% | +146.1% | -96.2% | -1.5% |
| 3Y | +22.6% | -3.0% | +25.6% | +12.9% |
| 5Y | +193.6% | +93.5% | +100.2% | +85.0% |
| All | +337.5% | -15.3% | +352.8% | +154.2% |
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 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