-69.3%
CPNG vs PTEN
+57.7%
-127.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.1% |
| 7D | -1.1% | +3.5% | -4.6% | -1.5% |
| 30D | -7.4% | +17.5% | -24.9% | -9.2% |
| 3M | -12.3% | +12.7% | -25.1% | -14.0% |
| 6M | -19.4% | +33.1% | -52.5% | -23.3% |
| YTD | -35.9% | +116.4% | -152.3% | -43.3% |
| 1Y | -53.4% | +141.2% | -194.6% | -59.7% |
| 3Y | -20.0% | -3.8% | -16.2% | -23.0% |
| 5Y | -49.6% | +92.7% | -142.3% | -53.2% |
| All | -69.3% | +57.7% | -127.0% | -72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling