-31.1%
LDOS vs PTEN
+69.1%
-100.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -7.2% | -25.5% | +18.3% | -5.6% |
| 30D | +16.8% | -11.7% | +28.5% | +17.4% |
| 3M | -1.6% | -0.5% | -1.1% | -2.4% |
| 6M | -1.0% | -12.9% | +11.9% | -0.4% |
| YTD | -25.8% | +67.1% | -92.9% | -37.9% |
| 1Y | -31.1% | +70.5% | -101.6% | -42.9% |
| All | -31.1% | +69.1% | -100.2% | -42.9% |
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 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