+2,792.1%
XOM vs PTEN
+1,970.6%
+821.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.1% | +0.1% | +1.7% |
| 7D | 0.0% | -1.7% | +1.7% | +0.4% |
| 30D | +3.4% | +18.6% | -15.1% | -0.8% |
| 3M | +11.0% | +12.5% | -1.4% | +7.2% |
| 6M | +10.6% | +41.9% | -31.2% | +0.8% |
| YTD | +39.2% | +117.8% | -78.6% | +14.5% |
| 1Y | +52.7% | +145.3% | -92.6% | +21.4% |
| 3Y | +56.8% | -2.8% | +59.6% | +49.0% |
| 5Y | +261.8% | +93.4% | +168.4% | +182.5% |
| 10Y | +191.3% | -16.6% | +207.9% | +125.2% |
| All | +2,792.1% | +1,970.6% | +821.4% | +1,305.3% |
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