-36.2%
PCOR vs PTEN
+79.7%
-115.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.5% |
| 7D | -6.9% | -1.0% | -5.9% | -6.8% |
| 30D | -1.5% | +29.3% | -30.8% | -6.7% |
| 3M | +18.5% | +7.2% | +11.3% | +15.7% |
| 6M | -4.7% | +43.5% | -48.2% | -13.3% |
| YTD | -22.8% | +113.2% | -136.0% | -36.2% |
| 1Y | -20.7% | +135.1% | -155.8% | -36.3% |
| 3Y | -14.6% | -4.8% | -9.7% | -20.9% |
| 5Y | -40.7% | +94.6% | -135.4% | -52.7% |
| All | -36.2% | +79.7% | -115.8% | -46.7% |
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 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