-43.6%
STLA vs PTEN
+148.3%
-191.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.2% |
| 7D | -2.9% | +3.5% | -6.3% | -2.5% |
| 30D | +0.9% | +17.5% | -16.6% | +2.9% |
| 3M | -21.6% | +12.7% | -34.4% | -20.2% |
| 6M | -21.6% | +33.1% | -54.7% | -20.3% |
| YTD | -50.4% | +116.4% | -166.9% | -56.3% |
| 1Y | -43.6% | +141.2% | -184.7% | -52.6% |
| All | -43.6% | +148.3% | -191.9% | -52.6% |
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