+102.9%
XLP vs PTEN
-24.5%
+127.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.8% |
| 7D | -1.4% | -1.0% | -0.4% | -1.4% |
| 30D | -1.3% | +29.3% | -30.6% | -2.6% |
| 3M | +1.8% | +7.2% | -5.4% | +1.3% |
| 6M | -0.8% | +43.5% | -44.4% | -3.1% |
| YTD | +9.5% | +113.2% | -103.7% | +4.7% |
| 1Y | +7.2% | +135.1% | -127.9% | +1.8% |
| 3Y | +27.1% | -4.8% | +32.0% | +25.1% |
| 5Y | +32.0% | +94.6% | -62.6% | +22.7% |
| 10Y | +102.9% | -24.2% | +127.1% | +76.3% |
| All | +102.9% | -24.5% | +127.4% | +76.3% |
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