+255.6%
XOM vs PTEN
+88.6%
+167.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +1.9% | +2.8% | -0.9% | +0.9% |
| 30D | +4.1% | +17.6% | -13.5% | -1.6% |
| 3M | +10.4% | +8.2% | +2.2% | +6.4% |
| 6M | +13.0% | +38.1% | -25.1% | -0.2% |
| YTD | +40.1% | +117.3% | -77.2% | +6.1% |
| 1Y | +51.1% | +146.1% | -95.0% | +8.7% |
| 3Y | +57.7% | -3.0% | +60.8% | +47.5% |
| All | +255.6% | +88.6% | +167.0% | +150.4% |
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