+308.6%
EXPD vs PTEN
-24.5%
+333.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.7% |
| 7D | -0.9% | -1.0% | +0.1% | -0.9% |
| 30D | +4.1% | +29.3% | -25.2% | +1.1% |
| 3M | +13.8% | +7.2% | +6.5% | +12.4% |
| 6M | +27.3% | +43.5% | -16.3% | +21.3% |
| YTD | +25.4% | +113.2% | -87.8% | +14.5% |
| 1Y | +54.4% | +135.1% | -80.7% | +38.8% |
| 3Y | +67.9% | -4.8% | +72.7% | +62.4% |
| 5Y | +59.2% | +94.6% | -35.4% | +39.2% |
| 10Y | +308.6% | -24.2% | +332.8% | +249.4% |
| All | +308.6% | -24.5% | +333.0% | +249.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling