+157.0%
XLE vs PTEN
+23.2%
+133.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -7.9% | -16.4% | +8.5% | -1.8% |
| 30D | -4.8% | -12.8% | +8.0% | -0.4% |
| 3M | +8.4% | +0.7% | +7.7% | +7.1% |
| 6M | +12.7% | -12.2% | +24.9% | +15.9% |
| YTD | +41.3% | +66.1% | -24.8% | +13.8% |
| 1Y | +42.3% | +69.2% | -26.9% | +13.5% |
| 3Y | +65.1% | -8.2% | +73.3% | +55.2% |
| All | +157.0% | +23.2% | +133.8% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling