-70.8%
QXO vs PTEN
+87.9%
-158.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -7.8% | +3.5% | -11.3% | -8.0% |
| 30D | -18.1% | +17.5% | -35.6% | -19.1% |
| 3M | -25.8% | +12.7% | -38.5% | -26.6% |
| 6M | -41.7% | +33.1% | -74.8% | -44.1% |
| YTD | -36.2% | +116.4% | -152.6% | -42.7% |
| 1Y | -42.1% | +141.2% | -183.3% | -48.8% |
| 3Y | -46.2% | -3.8% | -42.4% | -49.2% |
| All | -70.8% | +87.9% | -158.7% | -76.6% |
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