+86.1%
AXP vs PTEN
+49.0%
+37.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.3% |
| 7D | -0.1% | +10.6% | -10.7% | -1.8% |
| 30D | +4.4% | -4.9% | +9.4% | +4.7% |
| 3M | -6.4% | +1.4% | -7.9% | -7.6% |
| 6M | +4.2% | -7.0% | +11.2% | +3.6% |
| YTD | -12.4% | +84.8% | -97.1% | -26.0% |
| 1Y | -11.1% | +95.7% | -106.8% | -26.1% |
| 3Y | +114.9% | +2.0% | +112.9% | +96.0% |
| All | +86.1% | +49.0% | +37.2% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling