+148.3%
VLO vs PTEN
+144.8%
+3.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +4.0% | +2.8% | +1.2% | +2.8% |
| 30D | +19.0% | +17.6% | +1.4% | +11.0% |
| 3M | +50.0% | +8.2% | +41.8% | +44.7% |
| 6M | +79.1% | +38.1% | +41.0% | +55.0% |
| YTD | +140.3% | +117.3% | +23.0% | +72.5% |
| 1Y | +148.3% | +146.1% | +2.2% | +71.7% |
| All | +148.3% | +144.8% | +3.6% | +71.7% |
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