+440.3%
AXP vs PTEN
-43.5%
+483.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -1.1% | -16.4% | +15.3% | +2.7% |
| 30D | +5.2% | -12.8% | +18.1% | +7.7% |
| 3M | -4.6% | +0.7% | -5.3% | -6.0% |
| 6M | +3.2% | -12.2% | +15.4% | +3.5% |
| YTD | -11.3% | +66.1% | -77.4% | -25.0% |
| 1Y | -11.0% | +69.2% | -80.2% | -25.3% |
| 3Y | +120.2% | -8.2% | +128.4% | +105.2% |
| 5Y | +91.7% | +19.2% | +72.5% | +53.9% |
| 10Y | +440.3% | -45.6% | +485.9% | +236.2% |
| All | +440.3% | -43.5% | +483.9% | +236.2% |
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 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