-96.7%
LCID vs PTEN
+262.0%
-358.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +2.4% | -13.7% | -11.8% |
| 7D | +9.2% | +7.2% | +2.0% | +7.5% |
| 30D | -3.0% | -7.4% | +4.4% | -2.3% |
| 3M | -50.2% | -2.4% | -47.8% | -50.7% |
| 6M | -45.8% | -10.0% | -35.8% | -46.2% |
| YTD | -69.2% | +79.7% | -148.9% | -74.8% |
| 1Y | -80.4% | +86.5% | -166.9% | -84.1% |
| 3Y | -91.4% | -1.4% | -90.0% | -92.2% |
| 5Y | -99.3% | +43.9% | -143.2% | -99.4% |
| All | -96.7% | +262.0% | -358.7% | -97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling