+2,863.9%
LEN vs PTEN
+1,927.4%
+936.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.8% | -4.2% |
| 7D | -2.9% | -1.0% | -1.9% | -2.8% |
| 30D | -8.9% | +29.3% | -38.1% | -13.2% |
| 3M | -10.9% | +7.2% | -18.1% | -13.1% |
| 6M | -19.7% | +43.5% | -63.2% | -26.5% |
| YTD | -20.6% | +113.2% | -133.8% | -32.7% |
| 1Y | -42.4% | +135.1% | -177.5% | -52.3% |
| 3Y | -26.5% | -4.8% | -21.7% | -31.0% |
| 5Y | -10.9% | +94.6% | -105.6% | -31.9% |
| 10Y | +100.6% | -24.2% | +124.8% | +48.1% |
| All | +2,863.9% | +1,927.4% | +936.5% | +1,448.8% |
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