+267.6%
CCL vs PTEN
+1,889.0%
-1,621.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.3% |
| 7D | -5.0% | +0.7% | -5.8% | -5.2% |
| 30D | -20.3% | +31.2% | -51.6% | -25.1% |
| 3M | -15.1% | +2.0% | -17.2% | -16.9% |
| 6M | -15.1% | +42.4% | -57.5% | -24.1% |
| YTD | -21.8% | +109.2% | -131.0% | -35.9% |
| 1Y | -24.8% | +122.3% | -147.1% | -39.5% |
| 3Y | +51.9% | -5.6% | +57.4% | +41.6% |
| 5Y | +4.0% | +86.5% | -82.5% | -19.6% |
| 10Y | -42.2% | -22.1% | -20.1% | -55.8% |
| All | +267.6% | +1,889.0% | -1,621.4% | +105.9% |
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