+83.5%
CRL vs PTEN
+79.8%
+3.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -9.4% | +2.1% | -7.5% |
| 7D | -12.8% | -15.5% | +2.7% | -13.2% |
| 30D | +5.0% | -7.8% | +12.8% | +5.3% |
| 3M | +39.4% | +6.4% | +33.0% | +42.3% |
| 6M | +89.4% | -11.9% | +101.2% | +93.1% |
| YTD | +63.6% | +79.4% | -15.8% | +45.5% |
| 1Y | +83.5% | +84.9% | -1.5% | +60.3% |
| All | +83.5% | +79.8% | +3.6% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling