-39.9%
PTEN vs CASY
+555.0%
-594.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.5% |
| 7D | +10.6% | +3.6% | +7.0% | +9.0% |
| 30D | -4.9% | +9.1% | -14.0% | -8.5% |
| 3M | +1.4% | -16.5% | +18.0% | +8.1% |
| 6M | -7.0% | -19.7% | +12.7% | -0.1% |
| YTD | +84.8% | +29.3% | +55.5% | +57.6% |
| 1Y | +95.7% | +33.1% | +62.5% | +63.8% |
| 3Y | +2.0% | +158.5% | -156.6% | -41.8% |
| 5Y | +48.0% | +266.7% | -218.7% | -32.4% |
| All | -39.9% | +555.0% | -594.9% | -79.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling