+3,154.0%
CLS vs PTEN
-15.6%
+3,169.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +6.9% | +6.6% |
| 7D | +10.9% | +3.5% | +7.5% | +10.1% |
| 30D | +2.1% | +17.5% | -15.4% | -2.1% |
| 3M | -10.2% | +12.7% | -22.9% | -14.0% |
| 6M | +30.4% | +33.1% | -2.7% | +18.2% |
| YTD | +17.2% | +116.4% | -99.2% | -6.5% |
| 1Y | +41.0% | +141.2% | -100.1% | +8.9% |
| 3Y | +1,338.0% | -3.8% | +1,341.8% | +1,241.9% |
| 5Y | +3,860.6% | +92.7% | +3,767.9% | +2,851.6% |
| All | +3,154.0% | -15.6% | +3,169.6% | +1,854.7% |
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