+473.2%
VLO vs PTEN
+49.0%
+424.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.2% |
| 7D | +9.6% | +10.6% | -0.9% | +5.4% |
| 30D | -17.4% | -4.9% | -12.4% | -16.1% |
| 3M | +10.8% | +1.4% | +9.3% | +9.2% |
| 6M | +56.9% | -7.0% | +64.0% | +58.3% |
| YTD | +136.8% | +84.8% | +52.0% | +82.2% |
| 1Y | +120.7% | +95.7% | +25.0% | +65.8% |
| 3Y | +231.9% | +2.0% | +230.0% | +201.1% |
| All | +473.2% | +49.0% | +424.2% | +321.2% |
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