+855.0%
EXPE vs PTEN
-39.9%
+894.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.6% | -1.4% |
| 7D | -9.5% | +0.7% | -10.2% | -9.7% |
| 30D | -6.6% | +31.2% | -37.9% | -13.2% |
| 3M | +31.4% | +2.0% | +29.4% | +27.9% |
| 6M | +35.2% | +42.4% | -7.2% | +19.1% |
| YTD | +5.8% | +109.2% | -103.4% | -16.0% |
| 1Y | +38.7% | +122.3% | -83.6% | +7.1% |
| 3Y | +175.8% | -5.6% | +181.3% | +153.7% |
| 5Y | +111.8% | +86.5% | +25.3% | +49.4% |
| 10Y | +179.7% | -22.1% | +201.8% | +84.6% |
| All | +855.0% | -39.9% | +894.9% | +335.0% |
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