-9.8%
CPRT vs PTEN
+94.7%
-104.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.9% | -1.9% |
| 7D | -0.4% | -1.7% | +1.3% | -0.3% |
| 30D | +8.2% | +18.6% | -10.3% | +6.9% |
| 3M | +2.3% | +12.5% | -10.2% | +1.2% |
| 6M | -14.7% | +41.9% | -56.6% | -17.6% |
| YTD | -18.2% | +117.8% | -136.0% | -24.0% |
| 1Y | -33.4% | +145.3% | -178.7% | -39.0% |
| 3Y | -28.3% | -2.8% | -25.5% | -30.8% |
| 5Y | -9.8% | +93.4% | -103.2% | -20.2% |
| All | -9.8% | +94.7% | -104.5% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling