+357.4%
SOXL vs PTEN
+135.2%
+222.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.9% | +10.1% |
| 7D | +5.3% | +0.7% | +4.6% | +5.1% |
| 30D | -11.2% | +31.2% | -42.4% | -16.2% |
| 3M | -55.4% | +2.0% | -57.4% | -55.6% |
| 6M | +107.1% | +42.4% | +64.7% | +69.7% |
| YTD | +179.0% | +109.2% | +69.8% | +75.8% |
| 1Y | +357.4% | +122.3% | +235.1% | +166.6% |
| All | +357.4% | +135.2% | +222.1% | +166.6% |
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