+1,594.4%
CLX vs PTEN
+1,889.0%
-294.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | -9.2% | +0.7% | -10.0% | -9.3% |
| 30D | -11.0% | +31.2% | -42.3% | -11.8% |
| 3M | +5.0% | +2.0% | +3.0% | +4.8% |
| 6M | -18.8% | +42.4% | -61.2% | -19.9% |
| YTD | -4.4% | +109.2% | -113.6% | -6.9% |
| 1Y | -21.9% | +122.3% | -144.2% | -24.1% |
| 3Y | -32.8% | -5.6% | -27.2% | -33.5% |
| 5Y | -34.6% | +86.5% | -121.1% | -37.4% |
| 10Y | -4.7% | -22.1% | +17.4% | -9.6% |
| All | +1,594.4% | +1,889.0% | -294.6% | +1,298.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling