+151.6%
RRC vs PTEN
+94.7%
+56.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -1.3% |
| 7D | -1.7% | -1.7% | -0.1% | -1.1% |
| 30D | +3.6% | +18.6% | -15.0% | -4.2% |
| 3M | +8.8% | +12.5% | -3.6% | +1.8% |
| 6M | +0.8% | +41.9% | -41.1% | -16.1% |
| YTD | +19.0% | +117.8% | -98.8% | -19.0% |
| 1Y | +22.9% | +145.3% | -122.4% | -21.8% |
| 3Y | +32.3% | -2.8% | +35.1% | +21.7% |
| 5Y | +151.6% | +93.4% | +58.2% | +39.1% |
| All | +151.6% | +94.7% | +56.9% | +39.1% |
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 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