+3,109.1%
MPC vs PTEN
-54.5%
+3,163.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.8% |
| 7D | -9.4% | -16.4% | +7.0% | -3.3% |
| 30D | -14.3% | -12.8% | -1.5% | -10.3% |
| 3M | +31.1% | +0.7% | +30.4% | +29.8% |
| 6M | +60.3% | -12.2% | +72.5% | +65.0% |
| YTD | +142.5% | +66.1% | +76.4% | +97.5% |
| 1Y | +104.6% | +69.2% | +35.4% | +65.1% |
| 3Y | +191.7% | -8.2% | +199.9% | +177.0% |
| 5Y | +549.2% | +19.2% | +530.0% | +414.6% |
| 10Y | +1,106.2% | -45.6% | +1,151.8% | +780.6% |
| All | +3,109.1% | -54.5% | +3,163.5% | +2,270.8% |
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