-34.7%
ROL vs PTEN
+79.8%
-114.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.4% | +12.1% | +2.4% |
| 7D | +14.6% | -15.5% | +30.0% | +13.9% |
| 30D | +29.3% | -7.8% | +37.1% | +28.6% |
| 3M | +2.0% | +6.4% | -4.4% | +0.9% |
| 6M | -28.5% | -11.9% | -16.7% | -28.9% |
| YTD | -35.3% | +79.4% | -114.7% | -37.3% |
| 1Y | -34.7% | +84.9% | -119.6% | -36.9% |
| All | -34.7% | +79.8% | -114.5% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling