+143.7%
XLC vs PTEN
-10.1%
+153.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | +0.5% | +3.5% | -3.0% | +0.2% |
| 30D | +2.1% | +17.5% | -15.4% | +0.3% |
| 3M | +0.7% | +12.7% | -12.0% | -1.0% |
| 6M | -3.2% | +33.1% | -36.3% | -7.0% |
| YTD | -3.8% | +116.4% | -120.2% | -12.6% |
| 1Y | -2.0% | +141.2% | -143.2% | -12.4% |
| 3Y | +71.4% | -3.8% | +75.1% | +65.2% |
| 5Y | +40.7% | +92.7% | -52.0% | +21.5% |
| All | +143.7% | -10.1% | +153.8% | +100.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling