+301.8%
RCL vs PTEN
+33.9%
+267.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -2.0% |
| 7D | +0.6% | -2.2% | +2.8% | +1.0% |
| 30D | +19.4% | -8.0% | +27.5% | +20.3% |
| 3M | +9.8% | -5.0% | +14.8% | +9.4% |
| 6M | +28.6% | -10.6% | +39.3% | +28.0% |
| YTD | +22.2% | +75.5% | -53.4% | -0.3% |
| 1Y | +29.7% | +70.2% | -40.4% | +6.4% |
| 3Y | +265.3% | -3.7% | +269.0% | +229.5% |
| 5Y | +301.8% | +34.9% | +266.8% | +205.9% |
| All | +301.8% | +33.9% | +267.9% | +205.9% |
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 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