-78.5%
LCID vs PTEN
+144.8%
-223.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -9.1% | +2.8% | -11.9% | -9.2% |
| 30D | -37.6% | +17.6% | -55.2% | -38.0% |
| 3M | -11.1% | +8.2% | -19.2% | -8.5% |
| 6M | -59.2% | +38.1% | -97.3% | -62.5% |
| YTD | -60.5% | +117.3% | -177.7% | -69.9% |
| 1Y | -78.5% | +146.1% | -224.6% | -83.7% |
| All | -78.5% | +144.8% | -223.2% | -83.7% |
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