+8.5%
CRCL vs PTEN
+141.6%
-133.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.8% |
| 7D | -12.5% | +2.8% | -15.3% | -12.9% |
| 30D | +26.9% | +17.6% | +9.4% | +22.8% |
| 3M | +14.4% | +8.2% | +6.3% | +12.4% |
| 6M | -23.5% | +38.1% | -61.6% | -30.9% |
| YTD | +13.9% | +117.3% | -103.4% | -11.2% |
| 1Y | -20.6% | +146.1% | -166.6% | -39.2% |
| All | +8.5% | +141.6% | -133.1% | -15.0% |
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