+1,383.2%
STX vs PTEN
-1.7%
+1,384.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.9% | +4.6% | +6.1% |
| 7D | +10.7% | -1.0% | +11.8% | +10.9% |
| 30D | +11.3% | +29.3% | -18.0% | +5.5% |
| 3M | +3.2% | +7.2% | -4.0% | +1.0% |
| 6M | +157.0% | +43.5% | +113.4% | +134.7% |
| YTD | +229.2% | +113.2% | +116.0% | +173.6% |
| 1Y | +381.8% | +135.1% | +246.8% | +289.2% |
| 3Y | +1,383.2% | -4.8% | +1,388.0% | +1,181.7% |
| All | +1,383.2% | -1.7% | +1,384.9% | +1,181.7% |
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