+1.3%
AXP vs PTEN
+131.4%
-130.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | +0.1% |
| 7D | +0.6% | -1.0% | +1.6% | +0.5% |
| 30D | -4.3% | +29.3% | -33.6% | -3.1% |
| 3M | +4.7% | +7.2% | -2.5% | +6.4% |
| 6M | +9.0% | +43.5% | -34.6% | +7.6% |
| YTD | -11.1% | +113.2% | -124.4% | -16.3% |
| 1Y | +1.3% | +135.1% | -133.8% | -5.9% |
| All | +1.3% | +131.4% | -130.1% | -5.9% |
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