+1,758.7%
WCC vs PTEN
+386.2%
+1,372.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.5% | +1.9% |
| 7D | +8.5% | -1.0% | +9.5% | +8.7% |
| 30D | -1.0% | +29.3% | -30.3% | -8.6% |
| 3M | +2.1% | +7.2% | -5.1% | -1.4% |
| 6M | +36.8% | +43.5% | -6.7% | +18.5% |
| YTD | +47.7% | +113.2% | -65.5% | +13.3% |
| 1Y | +66.5% | +135.1% | -68.6% | +23.0% |
| 3Y | +134.2% | -4.8% | +139.0% | +118.1% |
| 5Y | +231.6% | +94.6% | +137.0% | +128.1% |
| 10Y | +508.1% | -24.2% | +532.3% | +328.9% |
| All | +1,758.7% | +386.2% | +1,372.4% | +777.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling