+1,369.0%
XEL vs PTEN
+1,970.6%
-601.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.0% |
| 7D | +0.9% | -1.7% | +2.6% | +1.0% |
| 30D | -0.9% | +18.6% | -19.5% | -1.9% |
| 3M | -1.4% | +12.5% | -13.9% | -2.4% |
| 6M | -5.8% | +41.9% | -47.7% | -8.3% |
| YTD | +4.7% | +117.8% | -113.1% | -0.8% |
| 1Y | +9.1% | +145.3% | -136.3% | +2.3% |
| 3Y | +47.8% | -2.8% | +50.7% | +44.8% |
| 5Y | +29.0% | +93.4% | -64.4% | +18.4% |
| 10Y | +154.0% | -16.6% | +170.6% | +125.4% |
| All | +1,369.0% | +1,970.6% | -601.7% | +963.8% |
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