+8,520.3%
CCEP vs PTEN
+1,608.7%
+6,911.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.0% |
| 7D | -0.3% | +7.2% | -7.5% | -1.0% |
| 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% | +27.1% |
| YTD | +30.3% | +79.7% | -49.4% | +20.6% |
| 1Y | +28.7% | +86.5% | -57.8% | +18.6% |
| 3Y | +109.4% | -1.4% | +110.8% | +100.6% |
| 5Y | +144.1% | +43.9% | +100.2% | +116.6% |
| 10Y | +332.0% | -40.0% | +372.0% | +270.1% |
| All | +8,520.3% | +1,608.7% | +6,911.6% | +5,974.5% |
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