+1,284.2%
CLS vs PTEN
-3.1%
+1,287.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.5% |
| 7D | +20.1% | -1.7% | +21.8% | +20.5% |
| 30D | +6.0% | +18.6% | -12.5% | +0.7% |
| 3M | -10.3% | +12.5% | -22.7% | -14.5% |
| 6M | +24.5% | +41.9% | -17.4% | +7.0% |
| YTD | +12.9% | +117.8% | -104.9% | -18.6% |
| 1Y | +36.7% | +145.3% | -108.6% | -7.3% |
| All | +1,284.2% | -3.1% | +1,287.4% | +1,052.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling