+84.9%
PTEN vs CASY
+32.1%
+52.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.4% | -10.8% | -9.5% |
| 7D | -15.5% | +0.8% | -16.3% | -15.5% |
| 30D | -7.8% | +9.4% | -17.2% | -8.6% |
| 3M | +6.4% | -20.6% | +27.0% | +9.3% |
| 6M | -11.9% | -20.7% | +8.8% | -10.8% |
| YTD | +79.4% | +22.5% | +56.9% | +83.9% |
| 1Y | +84.9% | +29.5% | +55.4% | +87.9% |
| All | +84.9% | +32.1% | +52.8% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling