+147.9%
OXY vs PTEN
+87.9%
+60.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +2.8% | +3.5% | -0.6% | +1.2% |
| 30D | +5.5% | +17.5% | -12.1% | -2.5% |
| 3M | +11.3% | +12.7% | -1.4% | +4.1% |
| 6M | +11.6% | +33.1% | -21.5% | -4.0% |
| YTD | +51.6% | +116.4% | -64.9% | +3.8% |
| 1Y | +36.2% | +141.2% | -105.0% | -12.5% |
| 3Y | +1.7% | -3.8% | +5.5% | -5.8% |
| All | +147.9% | +87.9% | +60.0% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling