+75.5%
OSCR vs PTEN
+135.2%
-59.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.1% | 0.0% |
| 7D | +5.8% | +0.7% | +5.1% | +5.7% |
| 30D | +7.1% | +31.2% | -24.1% | +5.9% |
| 3M | +36.7% | +2.0% | +34.6% | +39.0% |
| 6M | +114.3% | +42.4% | +71.9% | +100.2% |
| YTD | +124.4% | +109.2% | +15.2% | +84.0% |
| 1Y | +75.5% | +122.3% | -46.8% | +28.0% |
| All | +75.5% | +135.2% | -59.8% | +28.0% |
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