+130.0%
CVX vs PTEN
+49.0%
+81.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.8% |
| 7D | +3.4% | +10.6% | -7.2% | +0.3% |
| 30D | -1.0% | -4.9% | +4.0% | +0.1% |
| 3M | +12.2% | +1.4% | +10.7% | +10.8% |
| 6M | +20.3% | -7.0% | +27.4% | +21.1% |
| YTD | +48.3% | +84.8% | -36.5% | +20.0% |
| 1Y | +46.9% | +95.7% | -48.8% | +16.6% |
| 3Y | +73.1% | +2.0% | +71.1% | +58.6% |
| All | +130.0% | +49.0% | +81.0% | +87.8% |
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 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