+60.0%
CSGP vs PTEN
-38.4%
+98.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | 0.0% | +2.6% |
| 7D | +1.3% | +10.6% | -9.2% | +0.4% |
| 30D | +2.8% | -4.9% | +7.8% | +2.9% |
| 3M | -6.3% | +1.4% | -7.8% | -7.0% |
| 6M | -3.2% | -7.0% | +3.9% | -3.5% |
| YTD | -54.0% | +84.8% | -138.7% | -57.4% |
| 1Y | -54.8% | +95.7% | -150.5% | -58.5% |
| 3Y | -60.6% | +2.0% | -62.5% | -62.3% |
| 5Y | -62.6% | +48.0% | -110.6% | -66.3% |
| All | +60.0% | -38.4% | +98.5% | +31.9% |
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