+55.0%
XOP vs PTEN
-15.6%
+70.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +2.6% | +3.5% | -0.8% | +0.9% |
| 30D | +9.6% | +17.5% | -7.9% | +0.7% |
| 3M | +20.4% | +12.7% | +7.6% | +11.6% |
| 6M | +19.9% | +33.1% | -13.2% | +1.3% |
| YTD | +56.4% | +116.4% | -60.0% | +2.7% |
| 1Y | +52.4% | +141.2% | -88.7% | -6.4% |
| 3Y | +39.9% | -3.8% | +43.7% | +27.6% |
| 5Y | +163.7% | +92.7% | +71.0% | +52.5% |
| All | +55.0% | -15.6% | +70.6% | -2.4% |
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 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