+32.8%
CCEP vs PTEN
+90.8%
-58.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +1.8% |
| 7D | +2.1% | +10.6% | -8.5% | +3.6% |
| 30D | +10.6% | -4.9% | +15.5% | +10.2% |
| 3M | +10.3% | +1.4% | +8.9% | +11.1% |
| 6M | +31.1% | -7.0% | +38.1% | +32.4% |
| YTD | +32.1% | +84.8% | -52.6% | +32.9% |
| 1Y | +32.8% | +95.7% | -62.9% | +33.2% |
| All | +32.8% | +90.8% | -58.0% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling