+146.1%
PTEN vs CASY
+15.3%
+130.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +2.8% | -17.2% | +20.0% | +3.9% |
| 30D | +17.6% | -24.4% | +41.9% | +19.9% |
| 3M | +8.2% | -31.4% | +39.6% | +10.4% |
| 6M | +38.1% | -8.9% | +47.0% | +45.7% |
| YTD | +117.3% | +13.8% | +103.5% | +140.3% |
| 1Y | +146.1% | +17.0% | +129.1% | +173.6% |
| All | +146.1% | +15.3% | +130.8% | +173.6% |
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