-33.5%
CPB vs PTEN
+144.8%
-178.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.3% |
| 7D | -5.4% | +2.8% | -8.2% | -5.2% |
| 30D | -7.8% | +17.6% | -25.4% | -6.4% |
| 3M | -6.9% | +8.2% | -15.1% | -4.6% |
| 6M | -12.2% | +38.1% | -50.3% | -9.2% |
| YTD | -21.1% | +117.3% | -138.4% | -18.1% |
| 1Y | -33.5% | +146.1% | -179.6% | -32.4% |
| All | -33.5% | +144.8% | -178.3% | -32.4% |
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