-95.3%
LCID vs PTEN
+321.4%
-416.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +2.0% |
| 7D | -6.6% | +0.7% | -7.3% | -6.8% |
| 30D | -30.1% | +31.2% | -61.4% | -34.7% |
| 3M | -17.6% | +2.0% | -19.6% | -19.1% |
| 6M | -54.4% | +42.4% | -96.8% | -59.6% |
| YTD | -55.7% | +109.2% | -164.9% | -64.5% |
| 1Y | -71.0% | +122.3% | -193.3% | -77.3% |
| 3Y | -92.6% | -5.6% | -87.1% | -93.2% |
| 5Y | -97.6% | +86.5% | -184.1% | -98.0% |
| All | -95.3% | +321.4% | -416.7% | -96.2% |
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