+16,081.9%
SBUX vs PTEN
+1,965.8%
+14,116.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -6.2% | +2.8% | -9.0% | -6.6% |
| 30D | -6.4% | +17.6% | -24.0% | -8.4% |
| 3M | +1.0% | +8.2% | -7.1% | -0.6% |
| 6M | -0.4% | +38.1% | -38.5% | -5.7% |
| YTD | +20.0% | +117.3% | -97.3% | +6.9% |
| 1Y | +22.8% | +146.1% | -123.3% | +7.2% |
| 3Y | +12.3% | -3.0% | +15.3% | +7.9% |
| 5Y | -6.4% | +93.5% | -99.9% | -21.0% |
| 10Y | +126.5% | -16.8% | +143.2% | +82.4% |
| All | +16,081.9% | +1,965.8% | +14,116.1% | +8,944.1% |
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