+28.5%
CLS vs PTEN
+144.8%
-116.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +5.0% | +2.8% | +2.2% | +5.0% |
| 30D | +4.8% | +17.6% | -12.8% | +4.5% |
| 3M | -10.4% | +8.2% | -18.6% | -9.6% |
| 6M | +20.8% | +38.1% | -17.3% | +17.3% |
| YTD | +10.0% | +117.3% | -107.3% | -3.0% |
| 1Y | +28.5% | +146.1% | -117.6% | +10.2% |
| All | +28.5% | +144.8% | -116.2% | +10.2% |
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