+614.6%
VLO vs PTEN
+94.7%
+519.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.8% |
| 7D | +6.2% | -1.7% | +7.9% | +6.9% |
| 30D | +23.5% | +18.6% | +4.9% | +15.2% |
| 3M | +53.9% | +12.5% | +41.4% | +45.2% |
| 6M | +81.7% | +41.9% | +39.8% | +56.0% |
| YTD | +142.5% | +117.8% | +24.7% | +76.3% |
| 1Y | +145.4% | +145.3% | +0.1% | +69.0% |
| 3Y | +197.3% | -2.8% | +200.1% | +174.6% |
| 5Y | +614.6% | +93.4% | +521.2% | +372.3% |
| All | +614.6% | +94.7% | +519.9% | +372.3% |
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 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