+343.1%
CCEP vs PTEN
-38.4%
+381.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +1.2% |
| 7D | +2.1% | +10.6% | -8.5% | +1.2% |
| 30D | +10.6% | -4.9% | +15.5% | +10.7% |
| 3M | +10.3% | +1.4% | +8.9% | +9.6% |
| 6M | +31.1% | -7.0% | +38.1% | +30.7% |
| YTD | +32.1% | +84.8% | -52.6% | +22.3% |
| 1Y | +32.8% | +95.7% | -62.9% | +22.2% |
| 3Y | +111.3% | +2.0% | +109.4% | +102.6% |
| 5Y | +147.5% | +48.0% | +99.5% | +117.8% |
| All | +343.1% | -38.4% | +381.5% | +231.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling