+233.3%
CP vs PTEN
-21.6%
+254.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.5% |
| 7D | +0.6% | -1.7% | +2.3% | +0.8% |
| 30D | -0.5% | +18.6% | -19.1% | -3.1% |
| 3M | +0.1% | +12.5% | -12.4% | -2.4% |
| 6M | +7.8% | +41.9% | -34.0% | +0.5% |
| YTD | +22.9% | +117.8% | -94.9% | +6.8% |
| 1Y | +21.3% | +145.3% | -124.0% | +2.9% |
| 3Y | +20.4% | -2.8% | +23.2% | +14.4% |
| 5Y | +34.9% | +93.4% | -58.5% | +9.3% |
| 10Y | +233.3% | -16.6% | +249.9% | +141.6% |
| All | +233.3% | -21.6% | +254.9% | +141.6% |
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 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