-36.8%
CLX vs PTEN
+94.7%
-131.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.1% |
| 7D | -4.9% | -1.7% | -3.3% | -5.0% |
| 30D | -15.8% | +18.6% | -34.4% | -15.6% |
| 3M | -7.9% | +12.5% | -20.4% | -7.6% |
| 6M | -19.0% | +41.9% | -60.9% | -18.8% |
| YTD | -7.9% | +117.8% | -125.7% | -8.0% |
| 1Y | -25.4% | +145.3% | -170.7% | -25.5% |
| 3Y | -35.0% | -2.8% | -32.2% | -35.3% |
| 5Y | -36.8% | +93.4% | -130.2% | -34.0% |
| All | -36.8% | +94.7% | -131.4% | -34.0% |
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 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