-16.5%
XHB vs PTEN
+148.3%
-164.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -4.6% | +3.5% | -8.1% | -4.2% |
| 30D | -9.1% | +17.5% | -26.7% | -7.3% |
| 3M | -8.6% | +12.7% | -21.3% | -6.2% |
| 6M | -4.0% | +33.1% | -37.1% | -2.7% |
| YTD | -3.9% | +116.4% | -120.4% | -8.3% |
| 1Y | -16.5% | +141.2% | -157.6% | -21.9% |
| All | -16.5% | +148.3% | -164.8% | -21.9% |
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