+1,761.4%
KO vs PTEN
+1,965.8%
-204.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.3% |
| 7D | -1.1% | +2.8% | -3.9% | -1.3% |
| 30D | +1.6% | +17.6% | -16.0% | +0.5% |
| 3M | +5.8% | +8.2% | -2.4% | +4.9% |
| 6M | +14.3% | +38.1% | -23.8% | +11.3% |
| YTD | +27.3% | +117.3% | -90.0% | +20.4% |
| 1Y | +33.2% | +146.1% | -112.9% | +24.6% |
| 3Y | +64.5% | -3.0% | +67.5% | +60.8% |
| 5Y | +83.1% | +93.5% | -10.3% | +66.8% |
| 10Y | +183.9% | -16.8% | +200.7% | +151.1% |
| All | +1,761.4% | +1,965.8% | -204.4% | +1,262.1% |
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