+2.5%
SLB vs PTEN
-1.7%
+4.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.5% |
| 7D | +0.4% | -1.0% | +1.4% | +0.8% |
| 30D | +13.6% | +29.3% | -15.7% | +1.7% |
| 3M | +1.5% | +7.2% | -5.7% | -2.6% |
| 6M | +23.0% | +43.5% | -20.5% | +1.7% |
| YTD | +51.2% | +113.2% | -62.0% | +3.6% |
| 1Y | +63.5% | +135.1% | -71.6% | +6.2% |
| 3Y | +2.5% | -4.8% | +7.3% | -6.5% |
| All | +2.5% | -1.7% | +4.2% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling