+118.9%
EOG vs PTEN
-15.6%
+134.5%
-77.1%
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% | +0.1% |
| 7D | +1.5% | +3.5% | -2.0% | 0.0% |
| 30D | +2.9% | +17.5% | -14.6% | -4.5% |
| 3M | +8.7% | +12.7% | -4.0% | +1.9% |
| 6M | +12.9% | +33.1% | -20.2% | -2.7% |
| YTD | +43.8% | +116.4% | -72.6% | -0.8% |
| 1Y | +27.1% | +141.2% | -114.1% | -17.7% |
| 3Y | +25.9% | -3.8% | +29.7% | +14.8% |
| 5Y | +177.9% | +92.7% | +85.2% | +67.9% |
| All | +118.9% | -15.6% | +134.5% | +34.4% |
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