+180.9%
COR vs PTEN
+94.7%
+86.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.6% | -0.5% |
| 7D | -3.9% | -1.7% | -2.2% | -3.8% |
| 30D | -0.3% | +18.6% | -18.9% | -1.2% |
| 3M | +15.9% | +12.5% | +3.4% | +15.0% |
| 6M | -10.3% | +41.9% | -52.1% | -12.0% |
| YTD | -3.7% | +117.8% | -121.5% | -7.7% |
| 1Y | +9.1% | +145.3% | -136.2% | +3.6% |
| 3Y | +86.6% | -2.8% | +89.4% | +87.6% |
| 5Y | +180.9% | +93.4% | +87.5% | +155.0% |
| All | +180.9% | +94.7% | +86.3% | +155.0% |
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