+31.7%
CVS vs PTEN
+149.3%
-117.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.0% | +2.8% | -4.8% | -2.1% |
| 30D | +1.9% | +17.6% | -15.7% | +1.2% |
| 3M | -2.2% | +8.2% | -10.4% | -2.8% |
| 6M | +26.7% | +38.1% | -11.4% | +23.9% |
| YTD | +22.9% | +117.3% | -94.4% | +17.3% |
| All | +31.7% | +149.3% | -117.6% | +25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling