+1,436.2%
CRL vs PTEN
+33.4%
+1,402.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.3% |
| 7D | +0.1% | +10.6% | -10.5% | -1.5% |
| 30D | +11.9% | -4.9% | +16.8% | +12.6% |
| 3M | +20.2% | +1.4% | +18.7% | +19.4% |
| 6M | +107.5% | -7.0% | +114.6% | +107.0% |
| YTD | +69.4% | +84.8% | -15.3% | +49.8% |
| 1Y | +99.7% | +95.7% | +4.1% | +74.9% |
| 3Y | +98.8% | +2.0% | +96.8% | +88.6% |
| 5Y | -12.4% | +48.0% | -60.4% | -25.2% |
| 10Y | +352.9% | -38.3% | +391.2% | +268.6% |
| All | +1,436.2% | +33.4% | +1,402.8% | +786.0% |
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