+11,394.1%
QCOM vs PTEN
+1,889.0%
+9,505.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +3.3% | +0.7% | +2.6% | +3.2% |
| 30D | +7.7% | +31.2% | -23.5% | +2.6% |
| 3M | -30.1% | +2.0% | -32.1% | -30.9% |
| 6M | +22.8% | +42.4% | -19.6% | +13.9% |
| YTD | +0.2% | +109.2% | -109.0% | -13.3% |
| 1Y | +7.9% | +122.3% | -114.5% | -7.9% |
| 3Y | +55.8% | -5.6% | +61.4% | +49.1% |
| 5Y | +30.1% | +86.5% | -56.4% | +6.0% |
| 10Y | +248.9% | -22.1% | +271.0% | +175.0% |
| All | +11,394.1% | +1,889.0% | +9,505.1% | +4,494.3% |
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