+213.1%
USO vs PTEN
+87.9%
+125.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | +9.1% | +3.5% | +5.7% | +7.7% |
| 30D | +21.7% | +17.5% | +4.1% | +14.3% |
| 3M | +20.2% | +12.7% | +7.5% | +14.3% |
| 6M | +43.4% | +33.1% | +10.3% | +29.1% |
| YTD | +124.0% | +116.4% | +7.5% | +70.2% |
| 1Y | +112.2% | +141.2% | -29.0% | +54.2% |
| 3Y | +97.7% | -3.8% | +101.4% | +86.7% |
| All | +213.1% | +87.9% | +125.2% | +122.1% |
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