+18.8%
CLF vs PTEN
+135.2%
-116.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.8% |
| 7D | +7.6% | +0.7% | +6.9% | +7.6% |
| 30D | -1.2% | +31.2% | -32.4% | -0.9% |
| 3M | -13.4% | +2.0% | -15.4% | -13.2% |
| 6M | +15.4% | +42.4% | -27.0% | +9.0% |
| YTD | -5.9% | +109.2% | -115.1% | -17.3% |
| 1Y | +18.8% | +122.3% | -103.5% | -0.2% |
| All | +18.8% | +135.2% | -116.4% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling