+6,931.8%
CRS vs PTEN
+1,927.4%
+5,004.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.5% | -4.1% |
| 7D | -3.1% | -1.0% | -2.0% | -2.9% |
| 30D | -19.6% | +29.3% | -48.9% | -25.8% |
| 3M | -8.1% | +7.2% | -15.3% | -11.6% |
| 6M | +18.6% | +43.5% | -25.0% | +2.5% |
| YTD | +45.9% | +113.2% | -67.4% | +11.9% |
| 1Y | +82.5% | +135.1% | -52.6% | +35.6% |
| 3Y | +648.9% | -4.8% | +653.7% | +592.7% |
| 5Y | +1,438.1% | +94.6% | +1,343.5% | +986.6% |
| 10Y | +1,327.0% | -24.2% | +1,351.2% | +967.0% |
| All | +6,931.8% | +1,927.4% | +5,004.4% | +4,231.6% |
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 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