+368.8%
ORCL vs PTEN
-21.6%
+390.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.7% | -0.8% |
| 7D | +10.9% | -1.7% | +12.6% | +11.0% |
| 30D | +7.0% | +18.6% | -11.6% | +4.9% |
| 3M | -21.2% | +12.5% | -33.6% | -22.6% |
| 6M | +7.4% | +41.9% | -34.5% | +2.4% |
| YTD | -16.3% | +117.8% | -134.1% | -24.1% |
| 1Y | -32.3% | +145.3% | -177.6% | -39.6% |
| 3Y | +32.6% | -2.8% | +35.4% | +27.3% |
| 5Y | +93.1% | +93.4% | -0.3% | +67.7% |
| 10Y | +368.8% | -16.6% | +385.3% | +279.0% |
| All | +368.8% | -21.6% | +390.3% | +279.0% |
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