+54.0%
ROST vs PTEN
+148.3%
-94.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.3% |
| 7D | +0.2% | +3.5% | -3.2% | +0.4% |
| 30D | -6.9% | +17.5% | -24.4% | -6.2% |
| 3M | -3.3% | +12.7% | -16.0% | -2.6% |
| 6M | +9.0% | +33.1% | -24.0% | +9.5% |
| YTD | +28.9% | +116.4% | -87.6% | +24.0% |
| 1Y | +54.0% | +141.2% | -87.2% | +44.9% |
| All | +54.0% | +148.3% | -94.3% | +44.9% |
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