+1,063.5%
SCCO vs PTEN
-15.6%
+1,079.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -2.7% | +3.5% | -6.1% | -3.4% |
| 30D | -0.7% | +17.5% | -18.3% | -4.3% |
| 3M | +8.1% | +12.7% | -4.6% | +4.4% |
| 6M | +4.1% | +33.1% | -29.0% | -5.0% |
| YTD | +41.1% | +116.4% | -75.3% | +14.6% |
| 1Y | +95.6% | +141.2% | -45.6% | +53.8% |
| 3Y | +179.3% | -3.8% | +183.0% | +161.0% |
| 5Y | +308.3% | +92.7% | +215.6% | +208.9% |
| All | +1,063.5% | -15.6% | +1,079.2% | +743.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling