+1,092.8%
STX vs PTEN
+89.3%
+1,003.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -2.6% |
| 7D | +8.0% | +2.8% | +5.2% | +7.4% |
| 30D | +5.1% | +17.6% | -12.5% | +2.1% |
| 3M | +5.8% | +8.2% | -2.4% | +3.6% |
| 6M | +124.9% | +38.1% | +86.8% | +109.4% |
| YTD | +213.9% | +117.3% | +96.6% | +167.5% |
| 1Y | +350.4% | +146.1% | +204.3% | +273.2% |
| 3Y | +1,314.2% | -3.0% | +1,317.2% | +1,225.2% |
| 5Y | +1,092.8% | +93.5% | +999.3% | +843.8% |
| All | +1,092.8% | +89.3% | +1,003.5% | +843.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling