+178.5%
EXE vs PTEN
+132.8%
+45.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.9% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | +8.5% | +31.2% | -22.8% | -0.2% |
| 3M | +5.5% | +2.0% | +3.4% | +3.7% |
| 6M | -5.9% | +42.4% | -48.3% | -17.1% |
| YTD | -9.7% | +109.2% | -118.9% | -29.7% |
| 1Y | +3.6% | +122.3% | -118.7% | -21.6% |
| 3Y | +18.0% | -5.6% | +23.6% | +11.3% |
| 5Y | +109.4% | +86.5% | +22.9% | +56.8% |
| All | +178.5% | +132.8% | +45.6% | +108.2% |
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