+16,011.1%
STX vs PTEN
+16.2%
+15,994.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.4% | +6.6% |
| 7D | +2.4% | +0.7% | +1.6% | +2.1% |
| 30D | +1.4% | +31.2% | -29.8% | -5.2% |
| 3M | -8.2% | +2.0% | -10.2% | -9.2% |
| 6M | +127.0% | +42.4% | +84.6% | +104.9% |
| YTD | +209.1% | +109.2% | +100.0% | +152.7% |
| 1Y | +365.4% | +122.3% | +243.1% | +272.1% |
| 3Y | +1,135.4% | -5.6% | +1,141.0% | +1,060.5% |
| 5Y | +991.5% | +86.5% | +905.0% | +694.2% |
| 10Y | +3,695.8% | -22.1% | +3,717.9% | +2,513.7% |
| All | +16,011.1% | +16.2% | +15,994.9% | +7,170.8% |
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 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