-71.0%
LCID vs PTEN
+135.2%
-206.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +1.8% |
| 7D | -6.6% | +0.7% | -7.3% | -6.6% |
| 30D | -30.1% | +31.2% | -61.4% | -30.5% |
| 3M | -17.6% | +2.0% | -19.6% | -14.6% |
| 6M | -54.4% | +42.4% | -96.8% | -58.4% |
| YTD | -55.7% | +109.2% | -164.9% | -64.4% |
| 1Y | -71.0% | +122.3% | -193.3% | -76.9% |
| All | -71.0% | +135.2% | -206.3% | -76.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling