+18,977.1%
COR vs PTEN
+1,599.2%
+17,378.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.1% | +2.7% |
| 7D | +7.8% | +10.6% | -2.7% | +6.8% |
| 30D | +7.0% | -4.9% | +11.9% | +7.2% |
| 3M | +16.3% | +1.4% | +14.8% | +15.6% |
| 6M | +41.3% | -7.0% | +48.3% | +41.0% |
| YTD | +7.1% | +84.8% | -77.6% | -0.2% |
| 1Y | -0.8% | +95.7% | -96.5% | -8.3% |
| 3Y | +85.0% | +2.0% | +83.0% | +77.5% |
| 5Y | +203.9% | +48.0% | +155.9% | +171.6% |
| 10Y | +510.3% | -38.3% | +548.6% | +428.1% |
| All | +18,977.1% | +1,599.2% | +17,378.0% | +10,382.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling