+7,755.1%
CCEP vs PTEN
+1,927.4%
+5,827.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.6% |
| 7D | -1.0% | -1.0% | 0.0% | -0.9% |
| 30D | -1.6% | +29.3% | -30.9% | -4.2% |
| 3M | +11.9% | +7.2% | +4.6% | +10.5% |
| 6M | +7.5% | +43.5% | -36.1% | +2.5% |
| YTD | +18.7% | +113.2% | -94.5% | +8.6% |
| 1Y | +21.4% | +135.1% | -113.7% | +9.4% |
| 3Y | +89.1% | -4.8% | +93.9% | +82.5% |
| 5Y | +108.7% | +94.6% | +14.1% | +79.9% |
| 10Y | +241.0% | -24.2% | +265.2% | +186.1% |
| All | +7,755.1% | +1,927.4% | +5,827.7% | +5,366.4% |
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 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