+7.1%
CRM vs PTEN
+135.2%
-128.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -2.0% |
| 7D | +1.3% | +0.7% | +0.5% | +1.2% |
| 30D | +34.3% | +31.2% | +3.1% | +34.9% |
| 3M | +37.7% | +2.0% | +35.7% | +39.1% |
| 6M | +34.9% | +42.4% | -7.5% | +37.0% |
| YTD | -1.6% | +109.2% | -110.8% | -1.3% |
| 1Y | +7.1% | +122.3% | -115.2% | +3.7% |
| All | +7.1% | +135.2% | -128.1% | +3.7% |
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 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