+7,788.2%
SHOP vs PTEN
-21.6%
+7,809.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.9% | -9.5% | -7.8% |
| 7D | -4.1% | -1.0% | -3.1% | -4.0% |
| 30D | -11.5% | +29.3% | -40.8% | -14.6% |
| 3M | +21.1% | +7.2% | +13.8% | +18.8% |
| 6M | +3.0% | +43.5% | -40.5% | -3.8% |
| YTD | -16.7% | +113.2% | -129.9% | -26.7% |
| 1Y | -8.3% | +135.1% | -143.4% | -20.7% |
| 3Y | +112.8% | -4.8% | +117.7% | +102.9% |
| 5Y | -9.3% | +94.6% | -103.9% | -21.3% |
| 10Y | +3,003.4% | -24.2% | +3,027.6% | +2,538.5% |
| All | +7,788.2% | -21.6% | +7,809.8% | +7,814.1% |
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