+47.6%
XOP vs PTEN
+135.2%
-87.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | +2.6% | +0.7% | +1.8% | +2.2% |
| 30D | +15.4% | +31.2% | -15.8% | +2.2% |
| 3M | +12.1% | +2.0% | +10.0% | +10.1% |
| 6M | +19.7% | +42.4% | -22.7% | +2.1% |
| YTD | +52.4% | +109.2% | -56.8% | +11.2% |
| 1Y | +47.6% | +122.3% | -74.8% | +4.4% |
| All | +47.6% | +135.2% | -87.7% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling