+82.7%
CRS vs PTEN
+148.3%
-65.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -6.8% | +3.5% | -10.2% | -6.9% |
| 30D | -16.1% | +17.5% | -33.7% | -16.9% |
| 3M | -21.2% | +12.7% | -33.9% | -21.2% |
| 6M | +8.7% | +33.1% | -24.4% | +0.9% |
| YTD | +41.0% | +116.4% | -75.5% | +3.1% |
| 1Y | +82.7% | +141.2% | -58.5% | +24.5% |
| All | +82.7% | +148.3% | -65.7% | +24.5% |
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