-46.8%
CPNG vs PTEN
+135.2%
-182.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.5% |
| 7D | -7.4% | +0.7% | -8.2% | -7.3% |
| 30D | -4.4% | +31.2% | -35.7% | -2.1% |
| 3M | -7.5% | +2.0% | -9.5% | -6.6% |
| 6M | -19.9% | +42.4% | -62.4% | -18.0% |
| YTD | -35.2% | +109.2% | -144.4% | -33.0% |
| 1Y | -46.8% | +122.3% | -169.1% | -45.4% |
| All | -46.8% | +135.2% | -182.0% | -45.4% |
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