+44.1%
CSGP vs PTEN
-22.7%
+66.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.3% |
| 7D | -4.1% | +0.7% | -4.8% | -4.2% |
| 30D | +2.3% | +31.2% | -28.9% | -0.5% |
| 3M | -8.2% | +2.0% | -10.2% | -8.8% |
| 6M | -35.1% | +42.4% | -77.5% | -37.9% |
| YTD | -54.0% | +109.2% | -163.2% | -57.8% |
| 1Y | -65.3% | +122.3% | -187.6% | -68.5% |
| 3Y | -62.6% | -5.6% | -57.0% | -63.8% |
| 5Y | -64.8% | +86.5% | -151.3% | -68.9% |
| All | +44.1% | -22.7% | +66.9% | +12.8% |
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