+3,343.4%
STX vs PTEN
-15.6%
+3,359.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | -2.3% | +3.5% | -5.7% | -2.8% |
| 30D | -5.5% | +17.5% | -23.0% | -7.9% |
| 3M | -4.3% | +12.7% | -17.0% | -6.5% |
| 6M | +115.6% | +33.1% | +82.5% | +103.7% |
| YTD | +202.2% | +116.4% | +85.8% | +162.9% |
| 1Y | +325.3% | +141.2% | +184.1% | +262.0% |
| 3Y | +1,283.9% | -3.8% | +1,287.7% | +1,220.8% |
| 5Y | +1,048.3% | +92.7% | +955.6% | +845.2% |
| All | +3,343.4% | -15.6% | +3,359.0% | +2,646.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling