+1,495.9%
GPC vs PTEN
+1,889.0%
-393.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.2% |
| 7D | +1.2% | +0.7% | +0.5% | +1.1% |
| 30D | +6.0% | +31.2% | -25.3% | +2.6% |
| 3M | +42.6% | +2.0% | +40.6% | +41.2% |
| 6M | +22.8% | +42.4% | -19.6% | +16.4% |
| YTD | +15.5% | +109.2% | -93.7% | +4.6% |
| 1Y | +2.0% | +122.3% | -120.3% | -8.5% |
| 3Y | -1.4% | -5.6% | +4.1% | -4.9% |
| 5Y | +30.6% | +86.5% | -55.9% | +12.7% |
| 10Y | +80.6% | -22.1% | +102.7% | +50.8% |
| All | +1,495.9% | +1,889.0% | -393.1% | +1,045.9% |
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