+790.3%
VLO vs PTEN
-38.4%
+828.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.3% |
| 7D | +9.6% | +10.6% | -0.9% | +5.7% |
| 30D | -17.4% | -4.9% | -12.4% | -16.2% |
| 3M | +10.8% | +1.4% | +9.3% | +9.4% |
| 6M | +56.9% | -7.0% | +64.0% | +58.3% |
| YTD | +136.8% | +84.8% | +52.0% | +85.6% |
| 1Y | +120.7% | +95.7% | +25.0% | +69.1% |
| 3Y | +231.9% | +2.0% | +230.0% | +203.9% |
| 5Y | +479.0% | +48.0% | +431.0% | +333.5% |
| All | +790.3% | -38.4% | +828.8% | +471.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling