+46.9%
OVV vs PTEN
-1.7%
+48.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -2.1% |
| 7D | -3.7% | -1.0% | -2.7% | -3.3% |
| 30D | +8.0% | +29.3% | -21.3% | -7.4% |
| 3M | +11.3% | +7.2% | +4.0% | +5.4% |
| 6M | +24.0% | +43.5% | -19.5% | -2.0% |
| YTD | +65.3% | +113.2% | -47.9% | +2.7% |
| 1Y | +60.2% | +135.1% | -74.9% | -7.7% |
| 3Y | +46.9% | -4.8% | +51.8% | +41.9% |
| All | +46.9% | -1.7% | +48.6% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling