+72.4%
GPC vs PTEN
-38.4%
+110.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | 0.0% |
| 7D | +0.4% | +10.6% | -10.1% | -1.0% |
| 30D | -6.3% | -4.9% | -1.4% | -6.1% |
| 3M | -8.2% | +1.4% | -9.6% | -9.1% |
| 6M | +27.1% | -7.0% | +34.1% | +26.2% |
| YTD | +3.1% | +84.8% | -81.6% | -9.0% |
| 1Y | +0.1% | +95.7% | -95.6% | -12.5% |
| 3Y | +0.2% | +2.0% | -1.7% | -6.2% |
| 5Y | +4.9% | +48.0% | -43.1% | -13.0% |
| All | +72.4% | -38.4% | +110.8% | +25.4% |
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