+54.9%
XLE vs PTEN
-1.7%
+56.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.5% |
| 7D | 0.0% | -1.0% | +1.0% | +0.3% |
| 30D | +12.6% | +29.3% | -16.6% | +2.8% |
| 3M | +11.8% | +7.2% | +4.6% | +8.1% |
| 6M | +16.1% | +43.5% | -27.5% | +0.7% |
| YTD | +46.9% | +113.2% | -66.4% | +10.8% |
| 1Y | +53.3% | +135.1% | -81.8% | +10.5% |
| 3Y | +54.9% | -4.8% | +59.8% | +47.9% |
| All | +54.9% | -1.7% | +56.6% | +47.9% |
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 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