+325.3%
STX vs PTEN
+148.3%
+177.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | -2.3% | +3.5% | -5.7% | -2.6% |
| 30D | -5.5% | +17.5% | -23.0% | -7.0% |
| 3M | -4.3% | +12.7% | -17.0% | -7.1% |
| 6M | +115.6% | +33.1% | +82.5% | +107.2% |
| YTD | +202.2% | +116.4% | +85.8% | +177.5% |
| 1Y | +325.3% | +141.2% | +184.1% | +303.3% |
| All | +325.3% | +148.3% | +177.0% | +303.3% |
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 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