+94.6%
PTEN vs CASY
+274.3%
-179.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +2.7% |
| 7D | -1.0% | -4.4% | +3.3% | +0.1% |
| 30D | +29.3% | -12.0% | +41.3% | +33.6% |
| 3M | +7.2% | -2.3% | +9.6% | +7.4% |
| 6M | +43.5% | +10.5% | +33.0% | +38.0% |
| YTD | +113.2% | +33.0% | +80.2% | +93.8% |
| 1Y | +135.1% | +41.1% | +93.9% | +108.3% |
| 3Y | -4.8% | +207.5% | -212.3% | -37.1% |
| 5Y | +94.6% | +290.7% | -196.1% | +22.9% |
| All | +94.6% | +274.3% | -179.7% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling