+1,330.3%
GPC vs PTEN
+1,568.7%
-238.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.2% |
| 7D | -2.1% | -2.2% | +0.1% | -1.9% |
| 30D | -4.5% | -8.0% | +3.5% | -4.0% |
| 3M | -7.7% | -5.0% | -2.6% | -7.7% |
| 6M | +24.3% | -10.6% | +35.0% | +24.2% |
| YTD | +3.5% | +75.5% | -72.0% | -4.8% |
| 1Y | +0.7% | +70.2% | -69.4% | -7.1% |
| 3Y | 0.0% | -3.7% | +3.7% | -4.0% |
| 5Y | +5.8% | +34.9% | -29.1% | -5.5% |
| 10Y | +75.8% | -41.4% | +117.2% | +50.6% |
| All | +1,330.3% | +1,568.7% | -238.4% | +942.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling