+26.0%
EOG vs PTEN
-3.4%
+29.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +1.0% | +2.8% | -1.8% | 0.0% |
| 30D | +2.8% | +17.6% | -14.7% | -3.5% |
| 3M | +5.9% | +8.2% | -2.3% | +1.8% |
| 6M | +17.1% | +38.1% | -21.0% | +2.0% |
| YTD | +43.9% | +117.3% | -73.4% | +5.3% |
| 1Y | +26.9% | +146.1% | -119.2% | -12.5% |
| All | +26.0% | -3.4% | +29.3% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling