+361.5%
CPRT vs PTEN
-38.4%
+399.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.8% |
| 7D | -0.4% | +10.6% | -11.0% | -1.3% |
| 30D | +21.2% | -4.9% | +26.1% | +21.3% |
| 3M | +8.3% | +1.4% | +6.9% | +7.5% |
| 6M | -3.4% | -7.0% | +3.7% | -3.7% |
| YTD | -18.7% | +84.8% | -103.5% | -25.1% |
| 1Y | -23.5% | +95.7% | -119.2% | -30.0% |
| 3Y | -34.2% | +2.0% | -36.1% | -37.0% |
| 5Y | -18.2% | +48.0% | -66.2% | -27.9% |
| All | +361.5% | -38.4% | +399.9% | +272.9% |
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