+565.2%
COPX vs PTEN
-15.6%
+580.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -2.3% | +3.5% | -5.8% | -3.1% |
| 30D | +0.3% | +17.5% | -17.3% | -3.8% |
| 3M | +6.8% | +12.7% | -5.9% | +2.6% |
| 6M | +7.9% | +33.1% | -25.1% | -2.4% |
| YTD | +23.7% | +116.4% | -92.7% | -1.7% |
| 1Y | +71.5% | +141.2% | -69.6% | +31.4% |
| 3Y | +149.1% | -3.8% | +152.9% | +131.0% |
| 5Y | +167.3% | +92.7% | +74.6% | +96.1% |
| All | +565.2% | -15.6% | +580.9% | +371.8% |
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