+22.1%
LYB vs PTEN
+148.3%
-126.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.8% |
| 7D | +0.3% | +3.5% | -3.2% | -1.1% |
| 30D | +2.5% | +17.5% | -15.1% | -4.2% |
| 3M | +1.4% | +12.7% | -11.3% | -4.3% |
| 6M | -3.5% | +33.1% | -36.6% | -13.9% |
| YTD | +52.0% | +116.4% | -64.5% | +17.6% |
| 1Y | +22.1% | +141.2% | -119.1% | -9.0% |
| All | +22.1% | +148.3% | -126.3% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling