+32,335.9%
ORLY vs PTEN
+1,957.8%
+30,378.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -2.4% | +3.5% | -5.8% | -2.6% |
| 30D | -6.8% | +17.5% | -24.3% | -8.1% |
| 3M | -4.8% | +12.7% | -17.5% | -6.1% |
| 6M | -9.1% | +33.1% | -42.2% | -11.9% |
| YTD | -5.9% | +116.4% | -122.3% | -12.5% |
| 1Y | -20.4% | +141.2% | -161.6% | -26.9% |
| 3Y | +36.6% | -3.8% | +40.4% | +32.7% |
| 5Y | +117.3% | +92.7% | +24.6% | +92.6% |
| 10Y | +362.7% | -17.1% | +379.8% | +298.1% |
| All | +32,335.9% | +1,957.8% | +30,378.1% | +22,411.6% |
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