+168.5%
XME vs PTEN
+89.3%
+79.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -3.0% | +2.8% | -5.8% | -3.8% |
| 30D | -2.6% | +17.6% | -20.2% | -7.1% |
| 3M | +2.2% | +8.2% | -6.0% | -1.3% |
| 6M | +0.7% | +38.1% | -37.4% | -11.4% |
| YTD | +10.9% | +117.3% | -106.4% | -15.9% |
| 1Y | +35.7% | +146.1% | -110.4% | -2.3% |
| 3Y | +127.1% | -3.0% | +130.2% | +110.4% |
| 5Y | +168.5% | +93.5% | +75.0% | +90.9% |
| All | +168.5% | +89.3% | +79.1% | +90.9% |
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 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