+12,621.7%
CTAS vs PTEN
+1,656.8%
+10,964.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.7% |
| 7D | +2.0% | +10.6% | -8.6% | +0.7% |
| 30D | +8.7% | -4.9% | +13.6% | +9.0% |
| 3M | +13.3% | +1.4% | +11.8% | +12.4% |
| 6M | +39.4% | -7.0% | +46.4% | +38.9% |
| YTD | +21.5% | +84.8% | -63.3% | +9.6% |
| 1Y | +21.9% | +95.7% | -73.8% | +9.0% |
| 3Y | +73.6% | +2.0% | +71.7% | +64.0% |
| 5Y | +116.2% | +48.0% | +68.2% | +85.4% |
| 10Y | +818.2% | -38.3% | +856.5% | +656.0% |
| All | +12,621.7% | +1,656.8% | +10,964.9% | +7,429.5% |
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