+7,129.1%
PCAR vs PTEN
+1,509.4%
+5,619.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.5% |
| 7D | +3.5% | -14.5% | +17.9% | +6.1% |
| 30D | -2.3% | -11.1% | +8.9% | -0.8% |
| 3M | -19.3% | -7.8% | -11.5% | -18.9% |
| 6M | -7.1% | -10.5% | +3.4% | -7.1% |
| YTD | -2.8% | +69.3% | -72.1% | -14.3% |
| 1Y | +9.3% | +70.5% | -61.2% | -4.0% |
| 3Y | +33.5% | -7.1% | +40.6% | +26.5% |
| 5Y | +112.6% | +29.1% | +83.5% | +79.1% |
| 10Y | +276.9% | -44.5% | +321.4% | +203.7% |
| All | +7,129.1% | +1,509.4% | +5,619.7% | +3,900.3% |
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