+106.0%
CTAS vs PTEN
+89.3%
+16.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -1.3% | +2.8% | -4.1% | -1.5% |
| 30D | -3.1% | +17.6% | -20.6% | -4.3% |
| 3M | +10.3% | +8.2% | +2.1% | +9.4% |
| 6M | +1.6% | +38.1% | -36.5% | -1.7% |
| YTD | +6.3% | +117.3% | -111.0% | -1.6% |
| 1Y | -0.5% | +146.1% | -146.6% | -9.3% |
| 3Y | +64.6% | -3.0% | +67.6% | +60.2% |
| 5Y | +106.0% | +93.5% | +12.6% | +84.2% |
| All | +106.0% | +89.3% | +16.7% | +84.2% |
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