+394.2%
COR vs PTEN
-15.3%
+409.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -4.8% | +2.8% | -7.6% | -5.1% |
| 30D | -3.7% | +17.6% | -21.2% | -5.1% |
| 3M | +14.3% | +8.2% | +6.2% | +13.1% |
| 6M | -8.5% | +38.1% | -46.6% | -11.6% |
| YTD | -4.4% | +117.3% | -121.7% | -11.4% |
| 1Y | +9.1% | +146.1% | -137.0% | -0.3% |
| 3Y | +85.2% | -3.0% | +88.2% | +80.8% |
| 5Y | +180.7% | +93.5% | +87.2% | +145.5% |
| All | +394.2% | -15.3% | +409.5% | +307.5% |
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