+11,492.7%
CSCO vs PTEN
+1,927.4%
+9,565.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | -0.3% |
| 7D | -0.5% | -1.0% | +0.5% | -0.4% |
| 30D | -10.1% | +29.3% | -39.4% | -13.5% |
| 3M | -11.7% | +7.2% | -19.0% | -13.2% |
| 6M | +40.1% | +43.5% | -3.4% | +31.6% |
| YTD | +43.8% | +113.2% | -69.4% | +27.5% |
| 1Y | +66.6% | +135.1% | -68.5% | +44.8% |
| 3Y | +108.5% | -4.8% | +113.3% | +100.3% |
| 5Y | +114.0% | +94.6% | +19.3% | +76.4% |
| 10Y | +366.8% | -24.2% | +391.0% | +274.5% |
| All | +11,492.7% | +1,927.4% | +9,565.3% | +5,085.9% |
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 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