+6,906.6%
STRL vs PTEN
-15.3%
+6,921.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.0% |
| 7D | +5.4% | +2.8% | +2.6% | +4.6% |
| 30D | -9.0% | +17.6% | -26.6% | -12.9% |
| 3M | -37.1% | +8.2% | -45.2% | -38.9% |
| 6M | +17.8% | +38.1% | -20.3% | +5.0% |
| YTD | +58.3% | +117.3% | -58.9% | +24.1% |
| 1Y | +61.0% | +146.1% | -85.1% | +21.2% |
| 3Y | +517.8% | -3.0% | +520.8% | +474.3% |
| 5Y | +2,119.0% | +93.5% | +2,025.6% | +1,476.0% |
| All | +6,906.6% | -15.3% | +6,921.9% | +4,262.2% |
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