-43.3%
ORCL vs PTEN
+77.0%
-120.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.2% |
| 7D | +10.4% | +7.2% | +3.1% | +9.7% |
| 30D | -11.2% | -7.4% | -3.9% | -10.3% |
| 3M | -16.8% | -2.4% | -14.4% | -16.4% |
| 6M | -31.5% | -10.0% | -21.5% | -31.0% |
| YTD | -33.9% | +79.7% | -113.6% | -38.9% |
| 1Y | -43.3% | +86.5% | -129.8% | -48.9% |
| All | -43.3% | +77.0% | -120.3% | -48.9% |
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 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