+35.7%
CTSH vs PTEN
-40.1%
+75.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.4% |
| 7D | -4.2% | +7.2% | -11.4% | -5.0% |
| 30D | +3.9% | -7.4% | +11.3% | +4.5% |
| 3M | +10.2% | -2.4% | +12.6% | +9.8% |
| 6M | +35.3% | -10.0% | +45.3% | +35.4% |
| YTD | -21.8% | +79.7% | -101.5% | -29.4% |
| 1Y | -12.1% | +86.5% | -98.6% | -21.1% |
| 3Y | +2.0% | -1.4% | +3.4% | -3.0% |
| 5Y | -15.3% | +43.9% | -59.2% | -26.6% |
| All | +35.7% | -40.1% | +75.8% | +2.2% |
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