+102.2%
USO vs PTEN
+79.8%
+22.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -9.4% | +1.3% | -2.4% |
| 7D | -12.7% | -15.5% | +2.8% | -3.7% |
| 30D | +1.0% | -7.8% | +8.8% | +5.4% |
| 3M | +25.6% | +6.4% | +19.2% | +18.9% |
| 6M | -1.5% | -11.9% | +10.4% | +4.3% |
| YTD | +110.3% | +79.4% | +30.9% | +67.1% |
| 1Y | +102.2% | +84.9% | +17.2% | +58.5% |
| All | +102.2% | +79.8% | +22.3% | +58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling