+133.1%
WCC vs PTEN
-3.1%
+136.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.9% |
| 7D | +6.8% | -1.7% | +8.5% | +7.2% |
| 30D | -3.0% | +18.6% | -21.6% | -7.9% |
| 3M | +0.2% | +12.5% | -12.2% | -4.3% |
| 6M | +33.2% | +41.9% | -8.7% | +13.9% |
| YTD | +45.8% | +117.8% | -72.0% | +5.5% |
| 1Y | +68.4% | +145.3% | -76.9% | +14.7% |
| All | +133.1% | -3.1% | +136.2% | +97.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling