-2.6%
SLB vs PTEN
-21.6%
+18.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -1.1% |
| 7D | -1.9% | -1.7% | -0.2% | -1.2% |
| 30D | +7.8% | +18.6% | -10.8% | -0.8% |
| 3M | +2.7% | +12.5% | -9.8% | -4.5% |
| 6M | +22.2% | +41.9% | -19.7% | -0.3% |
| YTD | +51.1% | +117.8% | -66.7% | 0.0% |
| 1Y | +63.3% | +145.3% | -82.0% | +1.2% |
| 3Y | +2.4% | -2.8% | +5.2% | -7.7% |
| 5Y | +139.3% | +93.4% | +45.9% | +43.5% |
| 10Y | -2.6% | -16.6% | +14.0% | -43.3% |
| All | -2.6% | -21.6% | +18.9% | -43.3% |
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