+3,960.4%
RCL vs PTEN
+1,568.7%
+2,391.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -2.3% |
| 7D | +0.6% | -2.2% | +2.8% | +1.1% |
| 30D | +19.4% | -8.0% | +27.5% | +20.8% |
| 3M | +9.8% | -5.0% | +14.8% | +9.5% |
| 6M | +28.6% | -10.6% | +39.3% | +27.7% |
| YTD | +22.2% | +75.5% | -53.4% | +0.1% |
| 1Y | +29.7% | +70.2% | -40.4% | +6.8% |
| 3Y | +265.3% | -3.7% | +269.0% | +231.3% |
| 5Y | +301.8% | +34.9% | +266.8% | +214.1% |
| 10Y | +360.5% | -41.4% | +401.9% | +255.6% |
| All | +3,960.4% | +1,568.7% | +2,391.8% | +2,016.9% |
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 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