+171.6%
OVV vs PTEN
+25.9%
+145.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.1% |
| 7D | +0.3% | +0.7% | -0.5% | -0.3% |
| 30D | +11.7% | +31.2% | -19.5% | -6.3% |
| 3M | +9.8% | +2.0% | +7.8% | +6.5% |
| 6M | +26.6% | +42.4% | -15.8% | -1.6% |
| YTD | +67.0% | +109.2% | -42.2% | +1.5% |
| 1Y | +55.9% | +122.3% | -66.4% | -10.3% |
| 3Y | +45.5% | -5.6% | +51.1% | +34.7% |
| 5Y | +157.3% | +86.5% | +70.9% | +42.7% |
| 10Y | +65.0% | -22.1% | +87.1% | +63.3% |
| All | +171.6% | +25.9% | +145.7% | +56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling