0.0%
SHOP vs PTEN
+135.2%
-135.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.7% |
| 7D | -5.1% | +0.7% | -5.8% | -5.0% |
| 30D | +0.6% | +31.2% | -30.6% | +5.3% |
| 3M | +25.0% | +2.0% | +23.0% | +30.3% |
| 6M | +11.9% | +42.4% | -30.5% | +12.9% |
| YTD | -9.9% | +109.2% | -119.1% | -16.2% |
| 1Y | 0.0% | +122.3% | -122.3% | -11.8% |
| All | 0.0% | +135.2% | -135.3% | -11.8% |
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