+1,811.6%
OXY vs PTEN
+1,957.8%
-146.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.8% | +3.5% | -0.6% | +1.5% |
| 30D | +5.5% | +17.5% | -12.1% | -1.0% |
| 3M | +11.3% | +12.7% | -1.4% | +5.6% |
| 6M | +11.6% | +33.1% | -21.5% | -0.9% |
| YTD | +51.6% | +116.4% | -64.9% | +11.9% |
| 1Y | +36.2% | +141.2% | -105.0% | -4.3% |
| 3Y | +1.7% | -3.8% | +5.5% | -3.8% |
| 5Y | +164.5% | +92.7% | +71.8% | +83.6% |
| 10Y | +6.1% | -17.1% | +23.1% | -11.8% |
| All | +1,811.6% | +1,957.8% | -146.3% | +946.7% |
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