-37.2%
CRL vs PTEN
+94.7%
-131.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.2% |
| 7D | -4.6% | -1.7% | -2.9% | -4.4% |
| 30D | +0.5% | +18.6% | -18.1% | -2.2% |
| 3M | +46.6% | +12.5% | +34.2% | +43.0% |
| 6M | +57.3% | +41.9% | +15.4% | +45.3% |
| YTD | +39.5% | +117.8% | -78.2% | +18.1% |
| 1Y | +76.9% | +145.3% | -68.5% | +45.6% |
| 3Y | +39.4% | -2.8% | +42.2% | +26.6% |
| 5Y | -37.2% | +93.4% | -130.6% | -42.6% |
| All | -37.2% | +94.7% | -131.8% | -42.6% |
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 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