+365.4%
STX vs PTEN
+135.2%
+230.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.4% | +6.5% |
| 7D | +2.4% | +0.7% | +1.6% | +2.3% |
| 30D | +1.4% | +31.2% | -29.8% | -1.2% |
| 3M | -8.2% | +2.0% | -10.2% | -10.5% |
| 6M | +127.0% | +42.4% | +84.6% | +118.1% |
| YTD | +209.1% | +109.2% | +100.0% | +186.4% |
| 1Y | +365.4% | +122.3% | +243.1% | +342.0% |
| All | +365.4% | +135.2% | +230.2% | +342.0% |
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 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