+83.5%
CLF vs PTEN
-44.3%
+127.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.2% |
| 7D | -9.1% | -14.5% | +5.4% | -3.2% |
| 30D | -0.9% | -11.1% | +10.2% | +3.7% |
| 3M | +3.0% | -7.8% | +10.8% | +5.9% |
| 6M | +16.7% | -10.5% | +27.2% | +18.3% |
| YTD | -3.2% | +69.3% | -72.4% | -25.8% |
| 1Y | +24.6% | +70.5% | -45.9% | -5.4% |
| 3Y | -22.3% | -7.1% | -15.2% | -28.3% |
| 5Y | -41.2% | +29.1% | -70.3% | -57.1% |
| 10Y | +83.5% | -44.5% | +128.0% | +34.4% |
| All | +83.5% | -44.3% | +127.9% | +34.4% |
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