+402.6%
XME vs PTEN
-15.6%
+418.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -4.2% | +3.5% | -7.7% | -5.1% |
| 30D | -2.7% | +17.5% | -20.2% | -7.2% |
| 3M | -3.9% | +12.7% | -16.7% | -8.3% |
| 6M | -1.0% | +33.1% | -34.1% | -11.6% |
| YTD | +9.8% | +116.4% | -106.6% | -15.3% |
| 1Y | +32.5% | +141.2% | -108.6% | -2.0% |
| 3Y | +124.3% | -3.8% | +128.1% | +107.0% |
| 5Y | +165.8% | +92.7% | +73.1% | +89.4% |
| All | +402.6% | -15.6% | +418.2% | +229.7% |
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