+19,359.6%
STRL vs PTEN
+1,889.0%
+17,470.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.0% | +6.8% | +5.9% |
| 7D | +3.4% | +0.7% | +2.7% | +3.2% |
| 30D | -9.2% | +31.2% | -40.5% | -14.0% |
| 3M | -51.0% | +2.0% | -53.1% | -51.5% |
| 6M | +15.8% | +42.4% | -26.6% | +6.3% |
| YTD | +58.9% | +109.2% | -50.3% | +35.4% |
| 1Y | +68.5% | +122.3% | -53.8% | +41.5% |
| 3Y | +485.2% | -5.6% | +490.8% | +462.6% |
| 5Y | +2,005.1% | +86.5% | +1,918.6% | +1,608.5% |
| 10Y | +7,118.0% | -22.1% | +7,140.1% | +5,685.9% |
| All | +19,359.6% | +1,889.0% | +17,470.6% | +11,804.0% |
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