-92.1%
LCID vs PTEN
-1.7%
-90.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -1.5% |
| 7D | +1.8% | -1.0% | +2.8% | +2.0% |
| 30D | -34.2% | +29.3% | -63.5% | -38.3% |
| 3M | -9.1% | +7.2% | -16.4% | -11.3% |
| 6M | -52.6% | +43.5% | -96.2% | -58.8% |
| YTD | -56.2% | +113.2% | -169.4% | -66.7% |
| 1Y | -74.9% | +135.1% | -210.0% | -81.7% |
| 3Y | -92.1% | -4.8% | -87.2% | -92.9% |
| All | -92.1% | -1.7% | -90.4% | -92.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling