+403.0%
AXP vs PTEN
-40.1%
+443.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.1% |
| 7D | -2.1% | +7.2% | -9.4% | -3.7% |
| 30D | +2.7% | -7.4% | +10.0% | +3.6% |
| 3M | -7.3% | -2.4% | -4.9% | -7.9% |
| 6M | +1.8% | -10.0% | +11.8% | +1.6% |
| YTD | -13.1% | +79.7% | -92.8% | -27.8% |
| 1Y | -13.7% | +86.5% | -100.2% | -29.1% |
| 3Y | +113.1% | -1.4% | +114.5% | +95.4% |
| 5Y | +85.9% | +43.9% | +42.0% | +42.7% |
| All | +403.0% | -40.1% | +443.1% | +207.5% |
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