+44.8%
CLBK vs PTEN
+89.3%
-44.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.0% |
| 3M | +22.8% | +8.2% | +14.6% | +20.8% |
| 6M | +43.4% | +38.1% | +5.3% | +34.6% |
| YTD | +64.1% | +117.3% | -53.2% | +42.5% |
| 1Y | +67.6% | +146.1% | -78.5% | +41.9% |
| 3Y | +53.3% | -3.0% | +56.3% | +43.3% |
| 5Y | +44.8% | +93.5% | -48.6% | +14.6% |
| All | +44.8% | +89.3% | -44.5% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling