+120.6%
VLO vs PTEN
+79.8%
+40.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -9.4% | +3.6% | -1.8% |
| 7D | -6.0% | -15.5% | +9.5% | +0.7% |
| 30D | -12.9% | -7.8% | -5.1% | -10.2% |
| 3M | +18.3% | +6.4% | +11.9% | +13.7% |
| 6M | +46.4% | -11.9% | +58.3% | +53.5% |
| YTD | +127.7% | +79.4% | +48.4% | +68.9% |
| 1Y | +120.6% | +84.9% | +35.7% | +61.3% |
| All | +120.6% | +79.8% | +40.8% | +61.3% |
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 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