+164.7%
COPX vs PTEN
+87.9%
+76.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -2.3% | +3.5% | -5.8% | -3.1% |
| 30D | +0.3% | +17.5% | -17.3% | -3.6% |
| 3M | +6.8% | +12.7% | -5.9% | +2.9% |
| 6M | +7.9% | +33.1% | -25.1% | -2.3% |
| YTD | +23.7% | +116.4% | -92.7% | -2.5% |
| 1Y | +71.5% | +141.2% | -69.6% | +30.0% |
| 3Y | +149.1% | -3.8% | +152.9% | +131.7% |
| All | +164.7% | +87.9% | +76.8% | +106.3% |
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