+379.9%
CSCO vs PTEN
-15.6%
+395.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.4% |
| 7D | +2.7% | +3.5% | -0.8% | +2.3% |
| 30D | -9.5% | +17.5% | -27.0% | -11.3% |
| 3M | -7.6% | +12.7% | -20.3% | -9.4% |
| 6M | +44.9% | +33.1% | +11.8% | +38.9% |
| YTD | +47.7% | +116.4% | -68.8% | +33.5% |
| 1Y | +69.1% | +141.2% | -72.1% | +50.2% |
| 3Y | +113.5% | -3.8% | +117.3% | +105.9% |
| 5Y | +122.8% | +92.7% | +30.1% | +91.1% |
| All | +379.9% | -15.6% | +395.6% | +284.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling