+4.4%
APA vs PTEN
-40.1%
+44.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +0.4% |
| 7D | +9.6% | +7.2% | +2.4% | +4.8% |
| 30D | -0.2% | -7.4% | +7.2% | +4.2% |
| 3M | +19.8% | -2.4% | +22.2% | +20.3% |
| 6M | +30.1% | -10.0% | +40.1% | +36.2% |
| YTD | +100.4% | +79.7% | +20.7% | +32.9% |
| 1Y | +105.2% | +86.5% | +18.7% | +32.6% |
| 3Y | +44.6% | -1.4% | +46.0% | +33.9% |
| 5Y | +88.8% | +43.9% | +44.9% | +23.8% |
| All | +4.4% | -40.1% | +44.5% | -19.5% |
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 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