-67.1%
STLA vs PTEN
-3.1%
-64.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.2% |
| 7D | +0.4% | -1.7% | +2.1% | +0.6% |
| 30D | -5.2% | +18.6% | -23.8% | -8.4% |
| 3M | -24.9% | +12.5% | -37.3% | -27.0% |
| 6M | -25.2% | +41.9% | -67.0% | -33.2% |
| YTD | -51.4% | +117.8% | -169.2% | -63.0% |
| 1Y | -40.7% | +145.3% | -186.0% | -57.0% |
| All | -67.1% | -3.1% | -64.0% | -72.9% |
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