+159.6%
OVV vs PTEN
+1.9%
+157.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.6% |
| 7D | -7.3% | -14.5% | +7.2% | +1.9% |
| 30D | -3.6% | -11.1% | +7.6% | +3.0% |
| 3M | -2.6% | -7.8% | +5.2% | +0.9% |
| 6M | +7.6% | -10.5% | +18.1% | +11.8% |
| YTD | +59.6% | +69.3% | -9.7% | +9.5% |
| 1Y | +62.2% | +70.5% | -8.3% | +10.3% |
| 3Y | +49.6% | -7.1% | +56.7% | +38.8% |
| 5Y | +98.9% | +29.1% | +69.8% | +38.9% |
| 10Y | +45.1% | -44.5% | +89.6% | +73.7% |
| All | +159.6% | +1.9% | +157.7% | +69.0% |
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 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