+54.2%
CLBK vs PTEN
-3.4%
+57.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -1.4% | +2.8% | -4.2% | -1.8% |
| 30D | +4.5% | +17.6% | -13.0% | +1.5% |
| 3M | +22.8% | +8.2% | +14.6% | +20.6% |
| 6M | +43.4% | +38.1% | +5.3% | +32.0% |
| YTD | +64.1% | +117.3% | -53.2% | +34.9% |
| 1Y | +67.6% | +146.1% | -78.5% | +32.6% |
| All | +54.2% | -3.4% | +57.5% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 3y: compounded portfolio wealth divided by compounded PTEN 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…
3y analysis · Full analysis span regression · 6 months rolling