+7,153.1%
PCAR vs PTEN
+1,509.4%
+5,643.7%
-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% | -1.7% | -0.2% |
| 7D | +3.8% | -14.5% | +18.3% | +6.5% |
| 30D | -2.0% | -11.1% | +9.2% | -0.5% |
| 3M | -19.1% | -7.8% | -11.3% | -18.6% |
| 6M | -6.8% | -10.5% | +3.7% | -6.8% |
| YTD | -2.5% | +69.3% | -71.7% | -14.0% |
| 1Y | +9.7% | +70.5% | -60.9% | -3.7% |
| 3Y | +34.0% | -7.1% | +41.1% | +26.9% |
| 5Y | +113.3% | +29.1% | +84.2% | +79.7% |
| 10Y | +278.2% | -44.5% | +322.7% | +204.7% |
| All | +7,153.1% | +1,509.4% | +5,643.7% | +3,913.7% |
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