+117.0%
AXP vs PTEN
-13.8%
+130.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +0.6% | -25.5% | +26.1% | +5.0% |
| 30D | +5.8% | -11.7% | +17.5% | +7.2% |
| 3M | -6.0% | -0.5% | -5.5% | -7.2% |
| 6M | +0.3% | -12.9% | +13.2% | +0.8% |
| YTD | -12.3% | +67.1% | -79.3% | -27.1% |
| 1Y | -11.2% | +70.5% | -81.8% | -26.9% |
| 3Y | +117.0% | -10.4% | +127.5% | +101.0% |
| All | +117.0% | -13.8% | +130.8% | +101.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling