+69.1%
CSCO vs PTEN
+148.3%
-79.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.4% |
| 7D | +2.7% | +3.5% | -0.8% | +2.4% |
| 30D | -9.5% | +17.5% | -27.0% | -10.8% |
| 3M | -7.6% | +12.7% | -20.3% | -8.4% |
| 6M | +44.9% | +33.1% | +11.8% | +41.6% |
| YTD | +47.7% | +116.4% | -68.8% | +42.0% |
| 1Y | +69.1% | +141.2% | -72.1% | +61.7% |
| All | +69.1% | +148.3% | -79.2% | +61.7% |
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