-58.4%
CSGP vs PTEN
-13.5%
-44.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.6% | +4.9% | -1.1% |
| 7D | +13.9% | -21.6% | +35.5% | +16.0% |
| 30D | +16.0% | -12.8% | +28.8% | +16.7% |
| 3M | +6.1% | +5.1% | +1.0% | +4.0% |
| 6M | -8.2% | -18.5% | +10.3% | -7.3% |
| YTD | -52.3% | +67.6% | -119.9% | -57.7% |
| 1Y | -54.5% | +71.1% | -125.6% | -59.8% |
| All | -58.4% | -13.5% | -44.9% | -61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling