+65.2%
CSGP vs PTEN
-43.9%
+109.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.7% |
| 7D | +1.3% | -25.5% | +26.8% | +3.7% |
| 30D | +10.7% | -11.7% | +22.4% | +11.5% |
| 3M | +3.3% | -0.5% | +3.8% | +2.6% |
| 6M | -10.3% | -12.9% | +2.5% | -10.2% |
| YTD | -54.6% | +67.1% | -121.7% | -57.6% |
| 1Y | -54.6% | +70.5% | -125.2% | -57.8% |
| 3Y | -60.3% | -10.4% | -49.9% | -61.6% |
| 5Y | -63.3% | +23.7% | -87.0% | -66.4% |
| All | +65.2% | -43.9% | +109.1% | +37.4% |
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