+71.6%
CRH vs PTEN
-3.7%
+75.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -6.1% | +3.5% | -9.5% | -6.4% |
| 30D | -9.3% | +17.5% | -26.8% | -10.9% |
| 3M | -15.2% | +12.7% | -27.9% | -16.4% |
| 6M | -14.2% | +33.1% | -47.3% | -19.0% |
| YTD | -28.3% | +116.4% | -144.7% | -38.9% |
| 1Y | -21.8% | +141.2% | -162.9% | -35.7% |
| 3Y | +71.6% | -3.8% | +75.4% | +61.7% |
| All | +71.6% | -3.7% | +75.4% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling