+713.9%
RRC vs PTEN
+1,889.0%
-1,175.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.4% |
| 7D | +1.3% | +0.7% | +0.6% | +0.9% |
| 30D | +10.1% | +31.2% | -21.1% | -2.2% |
| 3M | +4.0% | +2.0% | +2.0% | +1.3% |
| 6M | +1.6% | +42.4% | -40.8% | -14.9% |
| YTD | +19.7% | +109.2% | -89.5% | -15.3% |
| 1Y | +21.4% | +122.3% | -100.9% | -17.1% |
| 3Y | +29.7% | -5.6% | +35.2% | +18.5% |
| 5Y | +153.9% | +86.5% | +67.4% | +64.5% |
| 10Y | +10.8% | -22.1% | +32.9% | -20.4% |
| All | +713.9% | +1,889.0% | -1,175.1% | +159.3% |
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 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