+122.3%
PTEN vs COO
+4.1%
+118.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -1.4% |
| 7D | +0.7% | -2.2% | +2.9% | +0.2% |
| 30D | +31.2% | -7.0% | +38.2% | +29.1% |
| 3M | +2.0% | +12.2% | -10.2% | +4.4% |
| 6M | +42.4% | -15.1% | +57.5% | +50.4% |
| YTD | +109.2% | -15.1% | +124.3% | +120.4% |
| 1Y | +122.3% | +2.3% | +120.0% | +122.4% |
| All | +122.3% | +4.1% | +118.2% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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