+1,479.0%
PTEN vs CASY
+16,781.1%
-15,302.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -16.4% | +3.6% | -20.0% | -17.5% |
| 30D | -12.8% | +7.2% | -20.0% | -14.9% |
| 3M | +0.7% | -16.9% | +17.6% | +5.6% |
| 6M | -12.2% | -19.3% | +7.1% | -7.7% |
| YTD | +66.1% | +25.6% | +40.4% | +50.6% |
| 1Y | +69.2% | +30.2% | +39.1% | +51.3% |
| 3Y | -8.2% | +154.9% | -163.1% | -35.4% |
| 5Y | +19.2% | +252.1% | -232.9% | -25.4% |
| 10Y | -45.6% | +535.8% | -581.4% | -71.7% |
| All | +1,479.0% | +16,781.1% | -15,302.1% | +292.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling