+1,325.5%
GPC vs PTEN
+1,656.8%
-331.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.1% |
| 7D | +0.4% | +10.6% | -10.1% | -0.7% |
| 30D | -6.3% | -4.9% | -1.4% | -6.1% |
| 3M | -8.2% | +1.4% | -9.6% | -8.8% |
| 6M | +27.1% | -7.0% | +34.1% | +26.5% |
| YTD | +3.1% | +84.8% | -81.6% | -5.7% |
| 1Y | +0.1% | +95.7% | -95.6% | -9.1% |
| 3Y | +0.2% | +2.0% | -1.7% | -4.4% |
| 5Y | +4.9% | +48.0% | -43.1% | -7.3% |
| 10Y | +75.2% | -38.3% | +113.5% | +49.3% |
| All | +1,325.5% | +1,656.8% | -331.2% | +933.0% |
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