-29.6%
CLS vs PTEN
+79.8%
-109.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -9.4% | +0.3% | -8.8% |
| 7D | -21.1% | -15.5% | -5.7% | -20.8% |
| 30D | -38.2% | -7.8% | -30.4% | -37.8% |
| 3M | -36.3% | +6.4% | -42.7% | -35.8% |
| 6M | -43.8% | -11.9% | -31.9% | -42.9% |
| YTD | -20.0% | +79.4% | -99.4% | -32.9% |
| 1Y | -29.6% | +84.9% | -114.5% | -41.6% |
| All | -29.6% | +79.8% | -109.4% | -41.6% |
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 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