+387.6%
CPRT vs PTEN
-15.3%
+402.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | -8.4% | +2.8% | -11.2% | -8.7% |
| 30D | +4.6% | +17.6% | -13.0% | +2.9% |
| 3M | -1.9% | +8.2% | -10.1% | -3.2% |
| 6M | -15.3% | +38.1% | -53.4% | -18.9% |
| YTD | -21.5% | +117.3% | -138.7% | -28.4% |
| 1Y | -36.6% | +146.1% | -182.7% | -43.2% |
| 3Y | -31.2% | -3.0% | -28.2% | -33.6% |
| 5Y | -14.1% | +93.5% | -107.6% | -26.2% |
| All | +387.6% | -15.3% | +402.9% | +286.9% |
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