+208.2%
ROL vs PTEN
-21.6%
+229.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.3% |
| 7D | -3.3% | -1.7% | -1.6% | -3.2% |
| 30D | -7.2% | +18.6% | -25.8% | -8.0% |
| 3M | -27.0% | +12.5% | -39.4% | -27.5% |
| 6M | -39.5% | +41.9% | -81.4% | -40.8% |
| YTD | -41.8% | +117.8% | -159.6% | -44.3% |
| 1Y | -38.9% | +145.3% | -184.2% | -42.0% |
| 3Y | -0.4% | -2.8% | +2.4% | -1.9% |
| 5Y | -4.2% | +93.4% | -97.6% | -10.4% |
| 10Y | +208.2% | -16.6% | +224.8% | +190.6% |
| All | +208.2% | -21.6% | +229.8% | +190.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling