+13,204.4%
ORCL vs PTEN
+1,889.0%
+11,315.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.2% |
| 7D | +5.3% | +0.7% | +4.5% | +5.1% |
| 30D | +10.0% | +31.2% | -21.3% | +5.6% |
| 3M | -32.6% | +2.0% | -34.6% | -33.2% |
| 6M | +4.9% | +42.4% | -37.5% | -1.3% |
| YTD | -17.8% | +109.2% | -126.9% | -26.9% |
| 1Y | -28.0% | +122.3% | -150.3% | -36.8% |
| 3Y | +36.0% | -5.6% | +41.6% | +30.8% |
| 5Y | +88.7% | +86.5% | +2.2% | +57.3% |
| 10Y | +346.9% | -22.1% | +369.0% | +258.1% |
| All | +13,204.4% | +1,889.0% | +11,315.4% | +6,439.5% |
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