+708.1%
STX vs PTEN
-2.4%
+710.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +3.7% | +6.3% | +9.1% |
| 7D | -1.0% | -2.2% | +1.2% | -0.2% |
| 30D | -26.8% | -8.0% | -18.7% | -25.2% |
| 3M | -32.7% | -5.0% | -27.7% | -31.9% |
| 6M | -33.7% | -10.6% | -23.1% | -32.7% |
| YTD | +101.0% | +75.5% | +25.5% | +72.6% |
| 1Y | +92.7% | +70.2% | +22.5% | +66.2% |
| All | +708.1% | -2.4% | +710.6% | +648.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling