+168.2%
PCAR vs PTEN
+88.2%
+80.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.0% |
| 7D | 0.0% | -1.0% | +1.1% | +0.1% |
| 30D | -7.7% | +29.3% | -37.0% | -11.3% |
| 3M | +3.7% | +7.2% | -3.5% | +2.0% |
| 6M | +2.3% | +43.5% | -41.2% | -5.1% |
| YTD | +12.8% | +113.2% | -100.4% | -2.7% |
| 1Y | +27.8% | +135.1% | -107.3% | +7.7% |
| 3Y | +61.8% | -4.8% | +66.6% | +51.7% |
| 5Y | +168.2% | +94.6% | +73.6% | +114.4% |
| All | +168.2% | +88.2% | +80.0% | +114.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling