+32.2%
CP vs PTEN
+75.7%
-43.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | +0.1% |
| 7D | -0.7% | -2.2% | +1.5% | -0.7% |
| 30D | +9.6% | -8.0% | +17.7% | +9.2% |
| 3M | +2.2% | -5.0% | +7.3% | +1.9% |
| 6M | +11.1% | -10.6% | +21.7% | +10.7% |
| YTD | +28.2% | +75.5% | -47.3% | +16.8% |
| 1Y | +32.2% | +70.2% | -38.0% | +20.9% |
| All | +32.2% | +75.7% | -43.5% | +20.9% |
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 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