-18.0%
CPB vs PTEN
+79.8%
-97.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -9.4% | +15.3% | +4.7% |
| 7D | +13.0% | -15.5% | +28.4% | +10.8% |
| 30D | +20.5% | -7.8% | +28.3% | +19.5% |
| 3M | +2.2% | +6.4% | -4.2% | +3.6% |
| 6M | +15.4% | -11.9% | +27.2% | +16.8% |
| YTD | -12.3% | +79.4% | -91.7% | -8.8% |
| 1Y | -18.0% | +84.9% | -102.9% | -15.8% |
| All | -18.0% | +79.8% | -97.8% | -15.8% |
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