+906.8%
RRC vs PTEN
+1,656.8%
-750.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.4% |
| 7D | +6.4% | +10.6% | -4.2% | +2.0% |
| 30D | +23.9% | -4.9% | +28.8% | +25.6% |
| 3M | +30.2% | +1.4% | +28.7% | +27.8% |
| 6M | +26.3% | -7.0% | +33.3% | +26.7% |
| YTD | +48.1% | +84.8% | -36.7% | +9.5% |
| 1Y | +37.7% | +95.7% | -58.0% | -0.8% |
| 3Y | +60.3% | +2.0% | +58.3% | +41.2% |
| 5Y | +135.3% | +48.0% | +87.3% | +66.3% |
| 10Y | +73.3% | -38.3% | +111.7% | +36.3% |
| All | +906.8% | +1,656.8% | -750.0% | +235.0% |
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