+65.1%
CSGP vs PTEN
-44.3%
+109.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -3.1% |
| 7D | -3.2% | -14.5% | +11.3% | -1.9% |
| 30D | +2.2% | -11.1% | +13.4% | +2.9% |
| 3M | -3.7% | -7.8% | +4.2% | -3.6% |
| 6M | -7.4% | -10.5% | +3.1% | -7.5% |
| YTD | -54.9% | +69.3% | -124.2% | -58.0% |
| 1Y | -54.9% | +70.5% | -125.4% | -58.1% |
| 3Y | -61.9% | -7.1% | -54.8% | -63.2% |
| 5Y | -63.1% | +29.1% | -92.2% | -66.3% |
| 10Y | +65.1% | -44.5% | +109.6% | +37.3% |
| All | +65.1% | -44.3% | +109.5% | +37.3% |
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