+166.2%
EOG vs PTEN
+87.9%
+78.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +1.5% | +3.5% | -2.0% | +0.1% |
| 30D | +2.9% | +17.5% | -14.6% | -4.0% |
| 3M | +8.7% | +12.7% | -4.0% | +2.4% |
| 6M | +12.9% | +33.1% | -20.2% | -1.7% |
| YTD | +43.8% | +116.4% | -72.6% | +1.6% |
| 1Y | +27.1% | +141.2% | -114.1% | -15.4% |
| 3Y | +25.9% | -3.8% | +29.7% | +17.3% |
| All | +166.2% | +87.9% | +78.4% | +77.6% |
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