-0.9%
CCL vs PTEN
+94.7%
-95.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.6% |
| 7D | -4.4% | -1.7% | -2.7% | -4.1% |
| 30D | -18.2% | +18.6% | -36.8% | -21.2% |
| 3M | -17.7% | +12.5% | -30.2% | -20.8% |
| 6M | -13.0% | +41.9% | -54.9% | -23.4% |
| YTD | -24.5% | +117.8% | -142.3% | -41.7% |
| 1Y | -26.9% | +145.3% | -172.3% | -46.0% |
| 3Y | +50.8% | -2.8% | +53.6% | +37.2% |
| 5Y | -0.9% | +93.4% | -94.3% | -36.2% |
| All | -0.9% | +94.7% | -95.6% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling