+264.7%
XPO vs PTEN
+89.3%
+175.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -1.3% | +2.8% | -4.1% | -2.0% |
| 30D | -10.4% | +17.6% | -27.9% | -13.9% |
| 3M | -15.7% | +8.2% | -23.9% | -18.1% |
| 6M | -6.3% | +38.1% | -44.4% | -16.1% |
| YTD | +34.2% | +117.3% | -83.1% | +6.3% |
| 1Y | +39.9% | +146.1% | -106.1% | +5.8% |
| 3Y | +155.2% | -3.0% | +158.3% | +132.6% |
| 5Y | +264.7% | +93.5% | +171.2% | +190.8% |
| All | +264.7% | +89.3% | +175.4% | +190.8% |
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