+9,822.3%
ORCL vs PTEN
+1,509.4%
+8,312.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.8% |
| 7D | -6.5% | -14.5% | +8.0% | -4.5% |
| 30D | -16.6% | -11.1% | -5.4% | -15.3% |
| 3M | -21.6% | -7.8% | -13.8% | -21.1% |
| 6M | -39.4% | -10.5% | -28.9% | -39.0% |
| YTD | -38.7% | +69.3% | -107.9% | -44.0% |
| 1Y | -50.4% | +70.5% | -120.9% | -54.8% |
| 3Y | +8.1% | -7.1% | +15.2% | +4.3% |
| 5Y | +34.5% | +29.1% | +5.4% | +18.2% |
| 10Y | +246.0% | -44.5% | +290.5% | +191.3% |
| All | +9,822.3% | +1,509.4% | +8,312.8% | +4,910.3% |
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