+2,859.1%
CVX vs PTEN
+1,927.4%
+931.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.4% | +0.1% |
| 7D | -0.6% | -1.0% | +0.4% | -0.4% |
| 30D | +13.4% | +29.3% | -15.9% | +6.1% |
| 3M | +11.8% | +7.2% | +4.6% | +9.2% |
| 6M | +12.4% | +43.5% | -31.1% | +1.5% |
| YTD | +41.5% | +113.2% | -71.7% | +15.5% |
| 1Y | +41.6% | +135.1% | -93.5% | +11.9% |
| 3Y | +42.2% | -4.8% | +47.1% | +35.3% |
| 5Y | +166.0% | +94.6% | +71.4% | +100.9% |
| 10Y | +207.2% | -24.2% | +231.4% | +135.4% |
| All | +2,859.1% | +1,927.4% | +931.7% | +1,372.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling