+103.0%
LEN vs PTEN
-15.6%
+118.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.2% |
| 7D | -4.8% | +3.5% | -8.2% | -5.2% |
| 30D | -6.6% | +17.5% | -24.1% | -8.7% |
| 3M | -15.7% | +12.7% | -28.4% | -17.7% |
| 6M | -16.6% | +33.1% | -49.7% | -21.3% |
| YTD | -21.3% | +116.4% | -137.8% | -31.2% |
| 1Y | -42.0% | +141.2% | -183.2% | -50.4% |
| 3Y | -27.9% | -3.8% | -24.1% | -31.3% |
| 5Y | -10.7% | +92.7% | -103.4% | -28.4% |
| All | +103.0% | -15.6% | +118.7% | +36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling