+127.6%
CLF vs PTEN
-21.6%
+149.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.8% | -2.4% |
| 7D | -2.7% | -1.7% | -1.0% | -2.1% |
| 30D | -3.2% | +18.6% | -21.8% | -9.4% |
| 3M | -5.0% | +12.5% | -17.4% | -11.0% |
| 6M | +26.6% | +41.9% | -15.3% | +5.2% |
| YTD | -9.0% | +117.8% | -126.7% | -36.4% |
| 1Y | +11.8% | +145.3% | -133.5% | -26.6% |
| 3Y | -15.1% | -2.8% | -12.3% | -23.4% |
| 5Y | -48.2% | +93.4% | -141.6% | -67.9% |
| 10Y | +127.6% | -16.6% | +144.1% | +39.2% |
| All | +127.6% | -21.6% | +149.1% | +39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling