+552.8%
XLP vs PTEN
+649.8%
-97.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +0.7% | -25.5% | +26.3% | +2.6% |
| 30D | +10.3% | -11.7% | +21.9% | +10.9% |
| 3M | +6.5% | -0.5% | +7.0% | +6.2% |
| 6M | +8.4% | -12.9% | +21.3% | +8.7% |
| YTD | +18.2% | +67.1% | -48.9% | +12.9% |
| 1Y | +22.4% | +70.5% | -48.1% | +16.7% |
| 3Y | +41.9% | -10.4% | +52.3% | +38.9% |
| 5Y | +40.9% | +23.7% | +17.2% | +31.5% |
| 10Y | +128.4% | -42.7% | +171.1% | +106.1% |
| All | +552.8% | +649.8% | -97.0% | +392.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling