+3,816.2%
RCL vs PTEN
+1,656.8%
+2,159.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.3% |
| 7D | -1.2% | +10.6% | -11.8% | -3.6% |
| 30D | +17.8% | -4.9% | +22.8% | +18.2% |
| 3M | +4.9% | +1.4% | +3.5% | +3.0% |
| 6M | +23.7% | -7.0% | +30.7% | +21.7% |
| YTD | +17.8% | +84.8% | -67.0% | -4.7% |
| 1Y | +28.9% | +95.7% | -66.8% | +2.6% |
| 3Y | +241.9% | +2.0% | +239.9% | +205.7% |
| 5Y | +295.4% | +48.0% | +247.4% | +202.2% |
| 10Y | +344.1% | -38.3% | +382.5% | +238.6% |
| All | +3,816.2% | +1,656.8% | +2,159.4% | +1,915.9% |
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