+55.8%
OVV vs PTEN
-23.2%
+79.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -2.3% |
| 7D | -3.7% | -1.0% | -2.7% | -3.2% |
| 30D | +8.0% | +29.3% | -21.3% | -10.1% |
| 3M | +11.3% | +7.2% | +4.0% | +3.9% |
| 6M | +24.0% | +43.5% | -19.5% | -6.8% |
| YTD | +65.3% | +113.2% | -47.9% | -6.2% |
| 1Y | +60.2% | +135.1% | -74.9% | -16.7% |
| 3Y | +46.9% | -4.8% | +51.8% | +33.0% |
| 5Y | +158.7% | +94.6% | +64.1% | +23.4% |
| All | +55.8% | -23.2% | +79.0% | +17.0% |
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 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