+1.5%
STLA vs PTEN
-38.4%
+39.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.6% |
| 7D | -13.8% | +10.6% | -24.4% | -15.7% |
| 30D | -10.5% | -4.9% | -5.6% | -10.2% |
| 3M | -28.9% | +1.4% | -30.3% | -29.9% |
| 6M | -49.7% | -7.0% | -42.7% | -50.2% |
| YTD | -64.9% | +84.8% | -149.7% | -71.4% |
| 1Y | -64.0% | +95.7% | -159.7% | -71.1% |
| 3Y | -77.4% | +2.0% | -79.4% | -79.6% |
| 5Y | -74.4% | +48.0% | -122.4% | -80.3% |
| All | +1.5% | -38.4% | +39.9% | -19.8% |
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 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