+227.1%
RCL vs PTEN
+94.7%
+132.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.2% |
| 7D | -2.2% | -1.7% | -0.5% | -1.9% |
| 30D | -15.7% | +18.6% | -34.3% | -18.6% |
| 3M | -8.0% | +12.5% | -20.4% | -11.2% |
| 6M | -10.1% | +41.9% | -52.0% | -19.9% |
| YTD | -5.9% | +117.8% | -123.7% | -25.6% |
| 1Y | -23.5% | +145.3% | -168.8% | -42.0% |
| 3Y | +174.4% | -2.8% | +177.2% | +152.7% |
| 5Y | +227.1% | +93.4% | +133.7% | +124.3% |
| All | +227.1% | +94.7% | +132.5% | +124.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling