+214.8%
WCC vs PTEN
+89.3%
+125.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +1.7% | +2.8% | -1.1% | +0.9% |
| 30D | -6.1% | +17.6% | -23.6% | -10.3% |
| 3M | +3.1% | +8.2% | -5.1% | -0.2% |
| 6M | +28.2% | +38.1% | -9.9% | +13.0% |
| YTD | +41.1% | +117.3% | -76.2% | +7.7% |
| 1Y | +61.3% | +146.1% | -84.8% | +17.4% |
| 3Y | +123.6% | -3.0% | +126.7% | +102.7% |
| 5Y | +214.8% | +93.5% | +121.3% | +123.2% |
| All | +214.8% | +89.3% | +125.5% | +123.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling