-4.7%
ROL vs PTEN
+88.2%
-92.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.5% | -2.6% |
| 7D | -3.4% | -1.0% | -2.4% | -3.4% |
| 30D | -6.9% | +29.3% | -36.2% | -8.2% |
| 3M | -24.6% | +7.2% | -31.8% | -25.0% |
| 6M | -39.5% | +43.5% | -83.1% | -40.9% |
| YTD | -41.1% | +113.2% | -154.3% | -43.6% |
| 1Y | -37.9% | +135.1% | -173.0% | -41.0% |
| 3Y | +0.8% | -4.8% | +5.6% | +0.5% |
| 5Y | -4.7% | +94.6% | -99.3% | -8.8% |
| All | -4.7% | +88.2% | -92.8% | -8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling