+37.7%
RRC vs PTEN
+90.8%
-53.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.1% |
| 7D | +6.4% | +10.6% | -4.2% | +3.4% |
| 30D | +23.9% | -4.9% | +28.8% | +24.8% |
| 3M | +30.2% | +1.4% | +28.7% | +28.6% |
| 6M | +26.3% | -7.0% | +33.3% | +27.4% |
| YTD | +48.1% | +84.8% | -36.7% | +25.6% |
| 1Y | +37.7% | +95.7% | -58.0% | +14.3% |
| All | +37.7% | +90.8% | -53.1% | +14.3% |
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