+425.9%
CORZ vs PTEN
+39.4%
+386.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.1% | -5.5% | -4.0% |
| 7D | +7.6% | -1.7% | +9.3% | +8.0% |
| 30D | -6.9% | +18.6% | -25.5% | -11.8% |
| 3M | -33.0% | +12.5% | -45.5% | -36.2% |
| 6M | +19.3% | +41.9% | -22.5% | +2.3% |
| YTD | +24.2% | +117.8% | -93.5% | -9.7% |
| 1Y | +24.5% | +145.3% | -120.8% | -15.2% |
| All | +425.9% | +39.4% | +386.5% | +344.3% |
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 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