+359.4%
CCL vs PTEN
+1,656.8%
-1,297.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.9% |
| 7D | -1.2% | +10.6% | -11.8% | -3.2% |
| 30D | +13.1% | -4.9% | +18.1% | +13.5% |
| 3M | +3.4% | +1.4% | +1.9% | +1.7% |
| 6M | +18.7% | -7.0% | +25.7% | +16.9% |
| YTD | -2.3% | +84.8% | -87.0% | -18.7% |
| 1Y | +14.2% | +95.7% | -81.5% | -6.3% |
| 3Y | +133.6% | +2.0% | +131.6% | +112.8% |
| 5Y | +33.5% | +48.0% | -14.5% | +7.5% |
| 10Y | -32.8% | -38.3% | +5.6% | -46.9% |
| All | +359.4% | +1,656.8% | -1,297.4% | +161.2% |
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 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