-14.1%
KHC vs PTEN
+49.0%
-63.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +2.5% |
| 7D | +2.0% | +10.6% | -8.6% | +1.7% |
| 30D | +10.6% | -4.9% | +15.6% | +10.6% |
| 3M | +0.5% | +1.4% | -0.9% | +0.3% |
| 6M | +12.1% | -7.0% | +19.1% | +12.1% |
| YTD | +8.9% | +84.8% | -75.9% | +4.6% |
| 1Y | +7.5% | +95.7% | -88.2% | +2.8% |
| 3Y | -10.7% | +2.0% | -12.7% | -12.9% |
| All | -14.1% | +49.0% | -63.1% | -19.3% |
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