+87.4%
GPC vs PTEN
-21.6%
+108.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.3% | +0.6% |
| 7D | -0.6% | -1.7% | +1.0% | -0.4% |
| 30D | +1.3% | +18.6% | -17.3% | -1.3% |
| 3M | +37.1% | +12.5% | +24.7% | +33.6% |
| 6M | +23.2% | +41.9% | -18.7% | +14.7% |
| YTD | +13.1% | +117.8% | -104.7% | -1.9% |
| 1Y | +0.9% | +145.3% | -144.5% | -14.6% |
| 3Y | -0.8% | -2.8% | +2.0% | -6.0% |
| 5Y | +31.1% | +93.4% | -62.3% | +4.6% |
| 10Y | +87.4% | -16.6% | +103.9% | +29.3% |
| All | +87.4% | -21.6% | +108.9% | +29.3% |
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