+31.5%
OXY vs PTEN
+135.2%
-103.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.5% |
| 7D | +1.6% | +0.7% | +0.9% | +1.2% |
| 30D | +11.6% | +31.2% | -19.6% | -1.8% |
| 3M | +2.8% | +2.0% | +0.8% | +0.5% |
| 6M | +13.0% | +42.4% | -29.4% | -3.5% |
| YTD | +47.4% | +109.2% | -61.8% | +9.9% |
| 1Y | +31.5% | +122.3% | -90.8% | -4.6% |
| All | +31.5% | +135.2% | -103.7% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling