+444.5%
CORZ vs PTEN
+36.5%
+408.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +4.1% |
| 7D | +16.6% | -1.0% | +17.6% | +16.8% |
| 30D | -10.9% | +29.3% | -40.1% | -18.1% |
| 3M | -31.0% | +7.2% | -38.2% | -33.4% |
| 6M | +26.0% | +43.5% | -17.5% | +7.4% |
| YTD | +28.6% | +113.2% | -84.6% | -5.9% |
| 1Y | +34.5% | +135.1% | -100.6% | -7.0% |
| All | +444.5% | +36.5% | +408.0% | +362.9% |
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