+193.3%
COP vs PTEN
+94.7%
+98.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.2% |
| 7D | -0.5% | -1.7% | +1.2% | +0.2% |
| 30D | +11.7% | +18.6% | -6.9% | +3.5% |
| 3M | +17.7% | +12.5% | +5.2% | +10.6% |
| 6M | +18.3% | +41.9% | -23.5% | -0.3% |
| YTD | +49.1% | +117.8% | -68.7% | +4.1% |
| 1Y | +53.3% | +145.3% | -92.0% | +0.7% |
| 3Y | +22.2% | -2.8% | +25.0% | +12.3% |
| 5Y | +193.3% | +93.4% | +99.9% | +97.3% |
| All | +193.3% | +94.7% | +98.7% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling