+367.9%
PCAR vs PTEN
-21.6%
+389.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.8% |
| 7D | -0.2% | -1.7% | +1.5% | 0.0% |
| 30D | -6.9% | +18.6% | -25.5% | -9.3% |
| 3M | +2.1% | +12.5% | -10.4% | -0.4% |
| 6M | +1.6% | +41.9% | -40.3% | -5.2% |
| YTD | +12.2% | +117.8% | -105.6% | -2.2% |
| 1Y | +28.0% | +145.3% | -117.3% | +9.0% |
| 3Y | +61.0% | -2.8% | +63.8% | +52.8% |
| 5Y | +163.9% | +93.4% | +70.5% | +116.6% |
| 10Y | +367.9% | -16.6% | +384.5% | +283.1% |
| All | +367.9% | -21.6% | +389.5% | +283.1% |
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