+9,618.1%
SCHW vs PTEN
+1,957.8%
+7,660.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -1.9% | +3.5% | -5.3% | -2.6% |
| 30D | -1.6% | +17.5% | -19.2% | -5.0% |
| 3M | +21.3% | +12.7% | +8.5% | +17.0% |
| 6M | +16.5% | +33.1% | -16.6% | +7.5% |
| YTD | +8.4% | +116.4% | -108.0% | -9.8% |
| 1Y | +15.6% | +141.2% | -125.5% | -6.7% |
| 3Y | +86.8% | -3.8% | +90.6% | +74.9% |
| 5Y | +60.5% | +92.7% | -32.2% | +22.6% |
| 10Y | +297.7% | -17.1% | +314.8% | +195.9% |
| All | +9,618.1% | +1,957.8% | +7,660.3% | +4,609.5% |
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