+247.0%
CRL vs PTEN
-15.6%
+262.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -3.5% | +3.5% | -7.0% | -4.0% |
| 30D | -2.1% | +17.5% | -19.7% | -4.3% |
| 3M | +48.0% | +12.7% | +35.2% | +44.6% |
| 6M | +64.7% | +33.1% | +31.7% | +55.8% |
| YTD | +39.5% | +116.4% | -76.9% | +22.4% |
| 1Y | +74.2% | +141.2% | -67.0% | +50.0% |
| 3Y | +39.4% | -3.8% | +43.2% | +32.5% |
| 5Y | -36.9% | +92.7% | -129.6% | -46.7% |
| All | +247.0% | -15.6% | +262.7% | +174.6% |
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