-41.3%
CORZ vs PTEN
+79.8%
-121.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -9.4% | -1.0% | -9.2% |
| 7D | -14.9% | -15.5% | +0.5% | -13.2% |
| 30D | -23.1% | -7.8% | -15.3% | -22.2% |
| 3M | -44.1% | +6.4% | -50.5% | -44.6% |
| 6M | -39.5% | -11.9% | -27.7% | -39.7% |
| YTD | -12.4% | +79.4% | -91.7% | -33.0% |
| 1Y | -41.3% | +84.9% | -126.2% | -55.5% |
| All | -41.3% | +79.8% | -121.1% | -55.5% |
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 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