+65.4%
CTAS vs PTEN
-5.2%
+70.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.1% |
| 7D | 0.0% | -1.0% | +1.0% | 0.0% |
| 30D | -1.0% | +29.3% | -30.3% | -2.4% |
| 3M | +15.8% | +7.2% | +8.5% | +15.3% |
| 6M | -1.0% | +43.5% | -44.5% | -4.0% |
| YTD | +7.4% | +113.2% | -105.8% | +0.3% |
| 1Y | -0.1% | +135.1% | -135.2% | -8.0% |
| All | +65.4% | -5.2% | +70.5% | +65.4% |
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