-95.7%
LCID vs PTEN
+336.0%
-431.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.0% |
| 7D | -9.8% | +3.5% | -13.3% | -10.6% |
| 30D | -35.5% | +17.5% | -53.0% | -38.0% |
| 3M | -18.4% | +12.7% | -31.1% | -21.7% |
| 6M | -60.5% | +33.1% | -93.6% | -64.3% |
| YTD | -60.1% | +116.4% | -176.5% | -68.3% |
| 1Y | -78.8% | +141.2% | -220.0% | -83.7% |
| 3Y | -92.8% | -3.8% | -89.0% | -93.3% |
| 5Y | -97.9% | +92.7% | -190.6% | -98.3% |
| All | -95.7% | +336.0% | -431.7% | -96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling