+9,425.3%
OKE vs PTEN
+1,957.8%
+7,467.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.2% | +3.5% | -2.2% | +0.3% |
| 30D | +4.5% | +17.5% | -13.0% | 0.0% |
| 3M | +9.6% | +12.7% | -3.1% | +5.4% |
| 6M | +15.4% | +33.1% | -17.7% | +5.6% |
| YTD | +36.5% | +116.4% | -80.0% | +9.7% |
| 1Y | +39.0% | +141.2% | -102.2% | +7.7% |
| 3Y | +74.3% | -3.8% | +78.1% | +64.9% |
| 5Y | +141.2% | +92.7% | +48.5% | +80.9% |
| 10Y | +262.1% | -17.1% | +279.2% | +181.1% |
| All | +9,425.3% | +1,957.8% | +7,467.4% | +5,186.3% |
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