+3,093.6%
RCL vs PTEN
+1,889.0%
+1,204.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | -5.1% | +0.7% | -5.8% | -5.3% |
| 30D | -19.0% | +31.2% | -50.2% | -24.7% |
| 3M | -9.6% | +2.0% | -11.6% | -11.8% |
| 6M | -6.7% | +42.4% | -49.1% | -17.9% |
| YTD | -3.9% | +109.2% | -113.1% | -23.7% |
| 1Y | -25.1% | +122.3% | -147.4% | -41.9% |
| 3Y | +179.1% | -5.6% | +184.7% | +156.3% |
| 5Y | +243.3% | +86.5% | +156.8% | +149.5% |
| 10Y | +325.8% | -22.1% | +347.9% | +210.3% |
| All | +3,093.6% | +1,889.0% | +1,204.6% | +1,514.2% |
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