+220.7%
ROL vs PTEN
-38.4%
+259.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.3% | +2.4% |
| 7D | +3.0% | +10.6% | -7.6% | +2.5% |
| 30D | +19.8% | -4.9% | +24.7% | +19.8% |
| 3M | +7.9% | +1.4% | +6.5% | +7.5% |
| 6M | -25.6% | -7.0% | -18.6% | -25.7% |
| YTD | -34.1% | +84.8% | -118.9% | -36.6% |
| 1Y | -31.4% | +95.7% | -127.1% | -34.2% |
| 3Y | +4.7% | +2.0% | +2.7% | +2.5% |
| 5Y | +15.6% | +48.0% | -32.4% | +9.4% |
| All | +220.7% | -38.4% | +259.2% | +213.1% |
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