+109.0%
CCEP vs PTEN
+94.7%
+14.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.7% | -2.6% |
| 7D | -3.7% | -1.7% | -2.0% | -3.6% |
| 30D | -2.1% | +18.6% | -20.7% | -2.8% |
| 3M | +7.2% | +12.5% | -5.3% | +6.6% |
| 6M | +3.3% | +41.9% | -38.6% | +0.9% |
| YTD | +15.7% | +117.8% | -102.1% | +9.7% |
| 1Y | +16.6% | +145.3% | -128.8% | +9.2% |
| 3Y | +84.3% | -2.8% | +87.1% | +82.5% |
| 5Y | +109.0% | +93.4% | +15.6% | +77.4% |
| All | +109.0% | +94.7% | +14.4% | +77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling