+170.6%
CVX vs PTEN
+89.3%
+81.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.7% | +2.8% | -2.1% | -0.2% |
| 30D | +9.1% | +17.6% | -8.4% | +3.7% |
| 3M | +13.1% | +8.2% | +4.9% | +9.5% |
| 6M | +16.3% | +38.1% | -21.8% | +3.9% |
| YTD | +43.5% | +117.3% | -73.8% | +11.5% |
| 1Y | +40.2% | +146.1% | -105.9% | +3.8% |
| 3Y | +44.2% | -3.0% | +47.3% | +34.5% |
| 5Y | +170.6% | +93.5% | +77.2% | +102.9% |
| All | +170.6% | +89.3% | +81.3% | +102.9% |
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 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