-24.8%
CCL vs PTEN
+135.2%
-160.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | -0.1% |
| 7D | -5.0% | +0.7% | -5.8% | -4.8% |
| 30D | -20.3% | +31.2% | -51.6% | -14.9% |
| 3M | -15.1% | +2.0% | -17.2% | -12.7% |
| 6M | -15.1% | +42.4% | -57.5% | -14.3% |
| YTD | -21.8% | +109.2% | -131.0% | -28.3% |
| 1Y | -24.8% | +122.3% | -147.1% | -32.8% |
| All | -24.8% | +135.2% | -160.0% | -32.8% |
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