-11.1%
LHX vs PTEN
+148.3%
-159.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.1% |
| 7D | -4.3% | +3.5% | -7.7% | -4.3% |
| 30D | -15.1% | +17.5% | -32.7% | -15.5% |
| 3M | -21.0% | +12.7% | -33.7% | -20.7% |
| 6M | -32.0% | +33.1% | -65.1% | -33.6% |
| YTD | -15.3% | +116.4% | -131.8% | -23.8% |
| 1Y | -11.1% | +141.2% | -152.2% | -21.0% |
| All | -11.1% | +148.3% | -159.4% | -21.0% |
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