+9,664.1%
ORCL vs PTEN
+1,488.6%
+8,175.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -11.2% | -25.5% | +14.4% | -7.4% |
| 30D | -18.8% | -11.7% | -7.2% | -17.5% |
| 3M | -18.8% | -0.5% | -18.3% | -19.1% |
| 6M | -39.7% | -12.9% | -26.9% | -39.1% |
| YTD | -39.6% | +67.1% | -106.7% | -44.8% |
| 1Y | -51.7% | +70.5% | -122.3% | -56.0% |
| 3Y | +10.2% | -10.4% | +20.7% | +6.9% |
| 5Y | +30.8% | +23.7% | +7.2% | +15.6% |
| 10Y | +252.1% | -42.7% | +294.8% | +194.9% |
| All | +9,664.1% | +1,488.6% | +8,175.5% | +4,839.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling