-11.6%
AXP vs PTEN
+69.4%
-81.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.1% |
| 7D | -0.6% | -14.5% | +13.8% | -1.8% |
| 30D | +5.0% | -11.1% | +16.1% | +4.0% |
| 3M | -4.2% | -7.8% | +3.6% | -4.7% |
| 6M | +2.9% | -10.5% | +13.4% | +3.3% |
| YTD | -11.6% | +69.3% | -80.9% | -20.5% |
| All | -11.6% | +69.4% | -81.1% | -20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling