-62.9%
CSGP vs PTEN
+33.9%
-96.8%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.5% |
| 7D | -7.1% | -2.2% | -4.9% | -6.9% |
| 30D | +3.6% | -8.0% | +11.7% | +3.9% |
| 3M | -2.7% | -5.0% | +2.3% | -3.1% |
| 6M | -8.0% | -10.6% | +2.6% | -8.1% |
| YTD | -55.0% | +75.5% | -130.5% | -59.0% |
| 1Y | -55.8% | +70.2% | -125.9% | -59.6% |
| 3Y | -62.0% | -3.7% | -58.3% | -64.1% |
| 5Y | -62.9% | +34.9% | -97.9% | -65.8% |
| All | -62.9% | +33.9% | -96.8% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling