-30.4%
CPB vs PTEN
+135.2%
-165.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.5% |
| 7D | -8.6% | +0.7% | -9.3% | -8.5% |
| 30D | -7.2% | +31.2% | -38.5% | -4.6% |
| 3M | +0.9% | +2.0% | -1.1% | +3.0% |
| 6M | -11.8% | +42.4% | -54.2% | -8.7% |
| YTD | -19.4% | +109.2% | -128.6% | -15.9% |
| 1Y | -30.4% | +122.3% | -152.7% | -26.8% |
| All | -30.4% | +135.2% | -165.6% | -26.8% |
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