-90.7%
FCEL vs PTEN
+89.3%
-180.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.2% | -5.7% | -5.8% |
| 7D | +6.3% | +2.8% | +3.5% | +5.3% |
| 30D | -18.8% | +17.6% | -36.4% | -23.6% |
| 3M | -3.8% | +8.2% | -12.0% | -8.6% |
| 6M | +121.1% | +38.1% | +83.0% | +88.7% |
| YTD | +113.3% | +117.3% | -4.0% | +52.0% |
| 1Y | +173.5% | +146.1% | +27.4% | +84.7% |
| 3Y | -63.9% | -3.0% | -60.9% | -67.3% |
| 5Y | -90.7% | +93.5% | -184.1% | -93.7% |
| All | -90.7% | +89.3% | -180.0% | -93.7% |
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