-72.4%
USO vs PTEN
-43.1%
-29.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.1% | +0.6% | +1.9% |
| 7D | +6.2% | -1.7% | +7.9% | +6.8% |
| 30D | +19.1% | +18.6% | +0.5% | +12.0% |
| 3M | +14.2% | +12.5% | +1.8% | +9.3% |
| 6M | +43.7% | +41.9% | +1.9% | +27.5% |
| YTD | +116.8% | +117.8% | -0.9% | +65.4% |
| 1Y | +104.3% | +145.3% | -41.0% | +48.4% |
| 3Y | +91.5% | -2.8% | +94.3% | +80.6% |
| 5Y | +214.1% | +93.4% | +120.7% | +115.1% |
| 10Y | +77.0% | -16.6% | +93.6% | +22.1% |
| All | -72.4% | -43.1% | -29.3% | -83.8% |
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