+275.4%
ORCL vs PTEN
-40.1%
+315.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.3% |
| 7D | +10.4% | +7.2% | +3.1% | +9.5% |
| 30D | -11.2% | -7.4% | -3.9% | -10.5% |
| 3M | -16.8% | -2.4% | -14.4% | -16.8% |
| 6M | -31.5% | -10.0% | -21.5% | -31.1% |
| YTD | -33.9% | +79.7% | -113.6% | -38.9% |
| 1Y | -43.3% | +86.5% | -129.8% | -47.8% |
| 3Y | +16.5% | -1.4% | +17.9% | +12.1% |
| 5Y | +45.4% | +43.9% | +1.5% | +30.4% |
| All | +275.4% | -40.1% | +315.6% | +223.0% |
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 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