+14.2%
CCL vs PTEN
+90.8%
-76.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | +0.6% |
| 7D | -1.2% | +10.6% | -11.8% | +2.4% |
| 30D | +13.1% | -4.9% | +18.1% | +12.0% |
| 3M | +3.4% | +1.4% | +1.9% | +5.8% |
| 6M | +18.7% | -7.0% | +25.7% | +19.8% |
| YTD | -2.3% | +84.8% | -87.0% | -4.8% |
| 1Y | +14.2% | +95.7% | -81.5% | +9.5% |
| All | +14.2% | +90.8% | -76.6% | +9.5% |
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 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