+19.2%
PTEN vs CASY
+253.8%
-234.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -16.4% | +3.6% | -20.0% | -17.2% |
| 30D | -12.8% | +7.2% | -20.0% | -14.4% |
| 3M | +0.7% | -16.9% | +17.6% | +4.8% |
| 6M | -12.2% | -19.3% | +7.1% | -8.3% |
| YTD | +66.1% | +25.6% | +40.4% | +52.5% |
| 1Y | +69.2% | +30.2% | +39.1% | +53.3% |
| 3Y | -8.2% | +154.9% | -163.1% | -35.0% |
| 5Y | +19.2% | +252.1% | -232.9% | -24.1% |
| All | +19.2% | +253.8% | -234.5% | -24.1% |
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