+47.6%
TSLA vs PTEN
+87.9%
-40.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +3.2% | +3.5% | -0.3% | +2.5% |
| 30D | +11.6% | +17.5% | -6.0% | +7.7% |
| 3M | -8.4% | +12.7% | -21.2% | -11.4% |
| 6M | -10.4% | +33.1% | -43.5% | -17.9% |
| YTD | -18.7% | +116.4% | -135.2% | -34.3% |
| 1Y | -0.9% | +141.2% | -142.1% | -22.5% |
| 3Y | +33.6% | -3.8% | +37.4% | +19.4% |
| All | +47.6% | +87.9% | -40.3% | +15.3% |
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