+64.7%
XLC vs PTEN
+2.7%
+62.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.8% | +0.9% |
| 7D | +3.7% | +10.6% | -6.9% | +3.1% |
| 30D | -1.9% | -4.9% | +3.0% | -1.8% |
| 3M | -3.1% | +1.4% | -4.6% | -3.7% |
| 6M | -6.4% | -7.0% | +0.7% | -6.4% |
| YTD | -6.8% | +84.8% | -91.6% | -15.2% |
| 1Y | -1.7% | +95.7% | -97.4% | -11.3% |
| 3Y | +64.7% | +2.0% | +62.7% | +53.6% |
| All | +64.7% | +2.7% | +62.0% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling