+258.5%
OKE vs PTEN
-15.6%
+274.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +1.2% | +3.5% | -2.2% | 0.0% |
| 30D | +4.5% | +17.5% | -13.0% | -2.0% |
| 3M | +9.6% | +12.7% | -3.1% | +3.5% |
| 6M | +15.4% | +33.1% | -17.7% | +1.3% |
| YTD | +36.5% | +116.4% | -80.0% | -0.7% |
| 1Y | +39.0% | +141.2% | -102.2% | -4.3% |
| 3Y | +74.3% | -3.8% | +78.1% | +59.6% |
| 5Y | +141.2% | +92.7% | +48.5% | +50.1% |
| All | +258.5% | -15.6% | +274.1% | +84.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling