+104.1%
CELH vs PTEN
-21.6%
+125.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -11.2% | +3.5% | -14.7% | -11.8% |
| 30D | -1.4% | +17.5% | -19.0% | -4.3% |
| 3M | -4.2% | +12.7% | -16.9% | -7.4% |
| 6M | -40.5% | +33.1% | -73.5% | -44.9% |
| YTD | -40.5% | +116.4% | -156.9% | -49.8% |
| 1Y | -53.0% | +141.2% | -194.2% | -61.4% |
| 3Y | -59.1% | -3.8% | -55.3% | -61.6% |
| 5Y | -10.7% | +92.7% | -103.4% | -29.5% |
| 10Y | +3,788.6% | -17.1% | +3,805.6% | +2,829.8% |
| All | +104.1% | -21.6% | +125.8% | +50.9% |
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