-70.2%
CPNG vs PTEN
+58.4%
-128.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -5.4% | +2.8% | -8.2% | -5.7% |
| 30D | -11.1% | +17.6% | -28.7% | -12.9% |
| 3M | -3.0% | +8.2% | -11.2% | -4.4% |
| 6M | -23.5% | +38.1% | -61.6% | -27.6% |
| YTD | -37.8% | +117.3% | -155.1% | -45.0% |
| 1Y | -54.3% | +146.1% | -200.4% | -60.6% |
| 3Y | -20.8% | -3.0% | -17.8% | -23.9% |
| 5Y | -51.1% | +93.5% | -144.5% | -54.6% |
| All | -70.2% | +58.4% | -128.6% | -73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling