+952.8%
STRL vs PTEN
+33.9%
+918.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.3% | +4.0% |
| 7D | +7.1% | -2.2% | +9.3% | +8.0% |
| 30D | -39.4% | -8.0% | -31.3% | -37.8% |
| 3M | -43.0% | -5.0% | -37.9% | -42.2% |
| 6M | -65.0% | -10.6% | -54.4% | -64.3% |
| YTD | -0.8% | +75.5% | -76.3% | -17.9% |
| 1Y | -20.3% | +70.2% | -90.5% | -33.7% |
| 3Y | +356.5% | -3.7% | +360.2% | +319.8% |
| 5Y | +952.8% | +34.9% | +917.9% | +702.3% |
| All | +952.8% | +33.9% | +918.9% | +702.3% |
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