+21,106.6%
VLO vs PTEN
+1,889.0%
+19,217.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | +5.2% | +0.7% | +4.5% | +4.9% |
| 30D | +22.6% | +31.2% | -8.6% | +12.0% |
| 3M | +43.8% | +2.0% | +41.7% | +41.3% |
| 6M | +65.7% | +42.4% | +23.3% | +46.0% |
| YTD | +131.1% | +109.2% | +21.9% | +79.9% |
| 1Y | +143.6% | +122.3% | +21.3% | +84.7% |
| 3Y | +201.4% | -5.6% | +206.9% | +186.8% |
| 5Y | +568.9% | +86.5% | +482.4% | +383.9% |
| 10Y | +891.8% | -22.1% | +913.9% | +620.8% |
| All | +21,106.6% | +1,889.0% | +19,217.6% | +9,064.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling