+28.6%
RCL vs PTEN
-9.3%
+37.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -0.3% |
| 7D | +0.6% | -2.2% | +2.8% | 0.0% |
| 30D | +19.4% | -8.0% | +27.5% | +17.1% |
| 3M | +9.8% | -5.0% | +14.8% | +9.5% |
| 6M | +28.6% | -10.6% | +39.3% | +22.5% |
| All | +28.6% | -9.3% | +37.9% | +22.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling