+29.3%
GPC vs PTEN
+88.2%
-58.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -3.1% |
| 7D | +0.2% | -1.0% | +1.2% | +0.3% |
| 30D | -0.4% | +29.3% | -29.7% | -3.1% |
| 3M | +39.2% | +7.2% | +31.9% | +37.6% |
| 6M | +18.2% | +43.5% | -25.3% | +11.7% |
| YTD | +12.1% | +113.2% | -101.1% | +0.3% |
| 1Y | -0.7% | +135.1% | -135.7% | -12.7% |
| 3Y | -1.7% | -4.8% | +3.2% | -6.1% |
| 5Y | +29.3% | +94.6% | -65.3% | +8.2% |
| All | +29.3% | +88.2% | -58.9% | +8.2% |
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 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