+530.2%
WCC vs PTEN
-15.6%
+545.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.9% |
| 7D | +1.5% | +3.5% | -1.9% | +0.5% |
| 30D | -2.1% | +17.5% | -19.7% | -7.1% |
| 3M | +3.8% | +12.7% | -8.9% | -1.3% |
| 6M | +35.0% | +33.1% | +1.9% | +18.8% |
| YTD | +46.4% | +116.4% | -70.1% | +9.6% |
| 1Y | +63.0% | +141.2% | -78.2% | +16.7% |
| 3Y | +133.9% | -3.8% | +137.7% | +115.2% |
| 5Y | +226.5% | +92.7% | +133.8% | +116.8% |
| All | +530.2% | -15.6% | +545.8% | +274.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling