+287.1%
PCAR vs PTEN
-38.4%
+325.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.1% |
| 7D | +4.9% | +10.6% | -5.6% | +3.5% |
| 30D | -1.4% | -4.9% | +3.5% | -1.2% |
| 3M | -18.1% | +1.4% | -19.6% | -18.9% |
| 6M | -4.0% | -7.0% | +3.0% | -4.4% |
| YTD | -1.5% | +84.8% | -86.2% | -12.6% |
| 1Y | +13.2% | +95.7% | -82.5% | -0.6% |
| 3Y | +35.8% | +2.0% | +33.8% | +27.6% |
| 5Y | +114.6% | +48.0% | +66.7% | +82.8% |
| All | +287.1% | -38.4% | +325.5% | +233.0% |
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 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