-22.6%
CLX vs PTEN
+49.0%
-71.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +1.2% |
| 7D | +9.5% | +10.6% | -1.1% | +9.8% |
| 30D | +30.7% | -4.9% | +35.6% | +30.6% |
| 3M | +4.2% | +1.4% | +2.8% | +4.3% |
| 6M | +22.1% | -7.0% | +29.1% | +22.3% |
| YTD | +14.1% | +84.8% | -70.7% | +13.7% |
| 1Y | +10.3% | +95.7% | -85.4% | +9.9% |
| 3Y | -7.8% | +2.0% | -9.8% | -8.5% |
| All | -22.6% | +49.0% | -71.6% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling