-49.5%
ORCL vs PTEN
+79.8%
-129.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.4% | +7.4% | -1.2% |
| 7D | -14.4% | -15.5% | +1.1% | -13.1% |
| 30D | -12.8% | -7.8% | -5.0% | -11.9% |
| 3M | -14.8% | +6.4% | -21.2% | -15.1% |
| 6M | -30.9% | -11.9% | -19.0% | -30.3% |
| YTD | -35.7% | +79.4% | -115.1% | -41.8% |
| 1Y | -49.5% | +84.9% | -134.4% | -54.8% |
| All | -49.5% | +79.8% | -129.3% | -54.8% |
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 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