-43.4%
CCL vs PTEN
-15.3%
-28.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -4.3% | +2.8% | -7.1% | -5.2% |
| 30D | -19.0% | +17.6% | -36.5% | -23.6% |
| 3M | -13.1% | +8.2% | -21.3% | -17.6% |
| 6M | -13.3% | +38.1% | -51.4% | -27.3% |
| YTD | -25.2% | +117.3% | -142.5% | -47.4% |
| 1Y | -27.2% | +146.1% | -173.3% | -51.6% |
| 3Y | +49.2% | -3.0% | +52.3% | +30.3% |
| 5Y | +0.4% | +93.5% | -93.1% | -41.0% |
| All | -43.4% | -15.3% | -28.1% | -75.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling