-97.0%
LCID vs PTEN
+272.2%
-369.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.8% | -12.0% | -9.8% |
| 7D | -10.2% | +10.6% | -20.8% | -12.2% |
| 30D | -10.2% | -4.9% | -5.2% | -10.1% |
| 3M | -54.1% | +1.4% | -55.6% | -54.9% |
| 6M | -53.8% | -7.0% | -46.7% | -54.4% |
| YTD | -72.0% | +84.8% | -156.8% | -77.2% |
| 1Y | -80.5% | +95.7% | -176.2% | -84.4% |
| 3Y | -92.6% | +2.0% | -94.5% | -93.3% |
| 5Y | -99.3% | +48.0% | -147.3% | -99.4% |
| All | -97.0% | +272.2% | -369.2% | -97.5% |
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