+9,929.8%
STX vs PTEN
+2.7%
+9,927.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.8% | -5.9% | -3.8% |
| 7D | +14.6% | +10.6% | +4.0% | +11.9% |
| 30D | -26.0% | -4.9% | -21.0% | -25.0% |
| 3M | -42.6% | +1.4% | -44.1% | -42.9% |
| 6M | -35.3% | -7.0% | -28.2% | -34.8% |
| YTD | +92.5% | +84.8% | +7.7% | +61.9% |
| 1Y | +102.4% | +95.7% | +6.7% | +67.4% |
| 3Y | +673.8% | +2.0% | +671.9% | +616.4% |
| 5Y | +463.1% | +48.0% | +415.1% | +336.0% |
| 10Y | +2,014.6% | -38.3% | +2,052.9% | +1,465.9% |
| All | +9,929.8% | +2.7% | +9,927.2% | +4,557.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling