+4,459.5%
ROL vs PTEN
+1,608.7%
+2,850.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.7% |
| 7D | -1.7% | +7.2% | -8.9% | -2.3% |
| 30D | +18.5% | -7.4% | +25.9% | +19.0% |
| 3M | +4.3% | -2.4% | +6.7% | +4.0% |
| 6M | -27.7% | -10.0% | -17.7% | -27.7% |
| YTD | -35.8% | +79.7% | -115.5% | -40.2% |
| 1Y | -34.1% | +86.5% | -120.6% | -38.9% |
| 3Y | +2.9% | -1.4% | +4.3% | -1.1% |
| 5Y | +12.7% | +43.9% | -31.2% | +0.7% |
| 10Y | +212.6% | -40.0% | +252.7% | +171.3% |
| All | +4,459.5% | +1,608.7% | +2,850.8% | +2,867.1% |
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 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