+1,450.2%
XPO vs PTEN
-15.6%
+1,465.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.7% | +3.5% | -9.1% | -6.5% |
| 30D | -12.8% | +17.5% | -30.3% | -16.5% |
| 3M | -20.0% | +12.7% | -32.7% | -23.3% |
| 6M | -6.0% | +33.1% | -39.1% | -15.2% |
| YTD | +34.0% | +116.4% | -82.4% | +6.3% |
| 1Y | +35.6% | +141.2% | -105.6% | +3.3% |
| 3Y | +152.3% | -3.8% | +156.1% | +134.3% |
| 5Y | +264.4% | +92.7% | +171.7% | +164.3% |
| All | +1,450.2% | -15.6% | +1,465.8% | +890.9% |
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 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