+336.9%
CCEP vs PTEN
-40.1%
+377.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.0% |
| 7D | -0.3% | +7.2% | -7.5% | -0.9% |
| 30D | +11.0% | -7.4% | +18.3% | +11.4% |
| 3M | +9.2% | -2.4% | +11.6% | +8.9% |
| 6M | +27.2% | -10.0% | +37.2% | +27.2% |
| YTD | +30.3% | +79.7% | -49.4% | +20.9% |
| 1Y | +28.7% | +86.5% | -57.8% | +18.9% |
| 3Y | +109.4% | -1.4% | +110.8% | +101.3% |
| 5Y | +144.1% | +43.9% | +100.2% | +115.3% |
| All | +336.9% | -40.1% | +377.1% | +228.1% |
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 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