+181.3%
XLE vs PTEN
-21.6%
+202.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.1% |
| 7D | +0.3% | -1.7% | +2.0% | +0.9% |
| 30D | +8.5% | +18.6% | -10.1% | +1.7% |
| 3M | +14.6% | +12.5% | +2.2% | +8.6% |
| 6M | +17.6% | +41.9% | -24.3% | +1.4% |
| YTD | +48.1% | +117.8% | -69.7% | +8.8% |
| 1Y | +53.8% | +145.3% | -91.5% | +7.0% |
| 3Y | +56.2% | -2.8% | +59.0% | +43.8% |
| 5Y | +227.7% | +93.4% | +134.3% | +116.9% |
| 10Y | +181.3% | -16.6% | +197.9% | +69.8% |
| All | +181.3% | -21.6% | +202.9% | +69.8% |
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 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