+71.5%
COPX vs PTEN
+148.3%
-76.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -2.3% | +3.5% | -5.8% | -2.3% |
| 30D | +0.3% | +17.5% | -17.3% | +0.6% |
| 3M | +6.8% | +12.7% | -5.9% | +7.1% |
| 6M | +7.9% | +33.1% | -25.1% | +6.6% |
| YTD | +23.7% | +116.4% | -92.7% | +11.6% |
| 1Y | +71.5% | +141.2% | -69.6% | +50.8% |
| All | +71.5% | +148.3% | -76.8% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling