+278.2%
PCAR vs PTEN
-44.3%
+322.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.1% |
| 7D | +3.8% | -14.5% | +18.3% | +5.9% |
| 30D | -2.0% | -11.1% | +9.2% | -0.8% |
| 3M | -19.1% | -7.8% | -11.3% | -18.7% |
| 6M | -6.8% | -10.5% | +3.7% | -6.8% |
| YTD | -2.5% | +69.3% | -71.7% | -12.4% |
| 1Y | +9.7% | +70.5% | -60.9% | -1.8% |
| 3Y | +34.0% | -7.1% | +41.1% | +27.5% |
| 5Y | +113.3% | +29.1% | +84.2% | +85.2% |
| 10Y | +278.2% | -44.5% | +322.7% | +227.1% |
| All | +278.2% | -44.3% | +322.5% | +227.1% |
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