+168.9%
STLA vs PTEN
+0.9%
+168.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.2% | -4.3% |
| 7D | -11.6% | -2.2% | -9.5% | -11.3% |
| 30D | -6.2% | -8.0% | +1.9% | -5.2% |
| 3M | -24.6% | -5.0% | -19.6% | -24.6% |
| 6M | -44.9% | -10.6% | -34.3% | -44.9% |
| YTD | -62.3% | +75.5% | -137.8% | -68.2% |
| 1Y | -61.8% | +70.2% | -132.0% | -67.7% |
| 3Y | -75.3% | -3.7% | -71.6% | -77.1% |
| 5Y | -72.5% | +34.9% | -107.4% | -77.7% |
| 10Y | +0.8% | -41.4% | +42.2% | -23.1% |
| All | +168.9% | +0.9% | +168.1% | +104.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling