+2,133.0%
STRL vs PTEN
+88.2%
+2,044.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.3% | +2.7% |
| 7D | +10.1% | -1.0% | +11.1% | +10.3% |
| 30D | -8.2% | +29.3% | -37.5% | -14.4% |
| 3M | -43.7% | +7.2% | -50.9% | -45.2% |
| 6M | +27.1% | +43.5% | -16.4% | +12.0% |
| YTD | +64.0% | +113.2% | -49.2% | +28.6% |
| 1Y | +75.2% | +135.1% | -59.9% | +32.8% |
| 3Y | +539.9% | -4.8% | +544.7% | +486.1% |
| 5Y | +2,133.0% | +94.6% | +2,038.4% | +1,384.4% |
| All | +2,133.0% | +88.2% | +2,044.8% | +1,384.4% |
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