-97.8%
LCID vs PTEN
+94.7%
-192.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.1% | -9.9% | -8.3% |
| 7D | -9.3% | -1.7% | -7.7% | -9.0% |
| 30D | -35.4% | +18.6% | -54.0% | -38.3% |
| 3M | -17.1% | +12.5% | -29.5% | -20.9% |
| 6M | -58.9% | +41.9% | -100.8% | -64.1% |
| YTD | -59.6% | +117.8% | -177.4% | -69.0% |
| 1Y | -78.0% | +145.3% | -223.3% | -83.8% |
| 3Y | -92.7% | -2.8% | -89.9% | -93.3% |
| 5Y | -97.8% | +93.4% | -191.3% | -98.1% |
| All | -97.8% | +94.7% | -192.5% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling