-12.3%
LUV vs PTEN
+87.9%
-100.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -1.0% | +3.5% | -4.4% | -1.5% |
| 30D | -12.4% | +17.5% | -29.9% | -14.6% |
| 3M | -11.0% | +12.7% | -23.7% | -13.2% |
| 6M | -5.0% | +33.1% | -38.1% | -11.8% |
| YTD | -3.8% | +116.4% | -120.2% | -19.8% |
| 1Y | +25.9% | +141.2% | -115.3% | +1.6% |
| 3Y | +42.2% | -3.8% | +46.0% | +31.7% |
| All | -12.3% | +87.9% | -100.2% | -30.7% |
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