-19.7%
TSCO vs PTEN
-3.7%
-15.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -5.7% | +3.5% | -9.1% | -5.8% |
| 30D | -8.8% | +17.5% | -26.3% | -9.5% |
| 3M | +6.3% | +12.7% | -6.4% | +5.8% |
| 6M | -32.3% | +33.1% | -65.4% | -34.0% |
| YTD | -32.7% | +116.4% | -149.1% | -38.1% |
| 1Y | -43.7% | +141.2% | -184.8% | -49.1% |
| 3Y | -19.7% | -3.8% | -15.9% | -22.5% |
| All | -19.7% | -3.7% | -15.9% | -22.5% |
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