+34.3%
CSCO vs PTEN
+85.6%
-51.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.9% |
| 7D | +6.6% | +7.2% | -0.7% | +5.6% |
| 30D | -11.3% | -7.4% | -4.0% | -10.7% |
| 3M | -17.3% | -2.4% | -14.9% | -17.4% |
| 6M | +3.5% | -10.0% | +13.5% | +5.2% |
| YTD | +34.9% | +79.7% | -44.8% | +22.0% |
| All | +34.3% | +85.6% | -51.3% | +19.6% |
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 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