+145.3%
PTEN vs COO
-7.1%
+152.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.2% | +8.4% | +0.6% |
| 7D | -1.7% | -9.0% | +7.3% | -3.8% |
| 30D | +18.6% | -16.8% | +35.4% | +13.7% |
| 3M | +12.5% | -7.5% | +19.9% | +10.8% |
| 6M | +41.9% | -16.3% | +58.1% | +43.8% |
| YTD | +117.8% | -22.5% | +140.3% | +124.5% |
| 1Y | +145.3% | -7.0% | +152.3% | +141.2% |
| All | +145.3% | -7.1% | +152.4% | +141.2% |
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