+11,146.8%
CTAS vs PTEN
+1,889.0%
+9,257.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | -1.8% | +0.7% | -2.5% | -2.0% |
| 30D | -0.2% | +31.2% | -31.4% | -3.9% |
| 3M | +11.7% | +2.0% | +9.7% | +10.5% |
| 6M | +0.7% | +42.4% | -41.7% | -5.2% |
| YTD | +7.4% | +109.2% | -101.8% | -4.2% |
| 1Y | -2.1% | +122.3% | -124.4% | -13.8% |
| 3Y | +62.9% | -5.6% | +68.5% | +56.0% |
| 5Y | +111.9% | +86.5% | +25.4% | +76.2% |
| 10Y | +652.2% | -22.1% | +674.3% | +502.5% |
| All | +11,146.8% | +1,889.0% | +9,257.9% | +6,482.0% |
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