-63.1%
STLA vs PTEN
+89.3%
-152.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.8% | +2.8% | -6.6% | -4.4% |
| 30D | -3.1% | +17.6% | -20.7% | -6.4% |
| 3M | -19.6% | +8.2% | -27.8% | -21.6% |
| 6M | -23.5% | +38.1% | -61.6% | -30.7% |
| YTD | -51.5% | +117.3% | -168.8% | -61.4% |
| 1Y | -39.7% | +146.1% | -185.7% | -53.7% |
| 3Y | -66.3% | -3.0% | -63.3% | -69.6% |
| 5Y | -63.1% | +93.5% | -156.6% | -73.6% |
| All | -63.1% | +89.3% | -152.5% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling