+94.3%
ORCL vs PTEN
+88.2%
+6.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.4% | +2.1% |
| 7D | +15.0% | -1.0% | +16.0% | +15.1% |
| 30D | +10.5% | +29.3% | -18.7% | +6.7% |
| 3M | -23.0% | +7.2% | -30.2% | -24.1% |
| 6M | +7.0% | +43.5% | -36.6% | +0.9% |
| YTD | -15.8% | +113.2% | -129.1% | -25.1% |
| 1Y | -31.1% | +135.1% | -166.1% | -39.7% |
| 3Y | +33.3% | -4.8% | +38.1% | +25.4% |
| 5Y | +94.3% | +94.6% | -0.3% | +56.7% |
| All | +94.3% | +88.2% | +6.1% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling