+123.8%
STX vs PTEN
+79.8%
+44.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -9.4% | +1.2% | -6.9% |
| 7D | -20.2% | -15.5% | -4.7% | -18.4% |
| 30D | -37.2% | -7.8% | -29.4% | -36.3% |
| 3M | -34.1% | +6.4% | -40.4% | -33.6% |
| 6M | -24.5% | -11.9% | -12.6% | -25.7% |
| YTD | +102.9% | +79.4% | +23.6% | +113.0% |
| 1Y | +123.8% | +84.9% | +38.9% | +133.4% |
| All | +123.8% | +79.8% | +44.0% | +133.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling