+2,790.8%
LII vs PTEN
+231.2%
+2,559.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -0.6% | -25.5% | +24.9% | +3.7% |
| 30D | -4.6% | -11.7% | +7.1% | -3.3% |
| 3M | -21.2% | -0.5% | -20.7% | -22.0% |
| 6M | -36.4% | -12.9% | -23.6% | -36.4% |
| YTD | -28.9% | +67.1% | -96.0% | -36.9% |
| 1Y | -29.5% | +70.5% | -100.1% | -37.7% |
| 3Y | -8.6% | -10.4% | +1.9% | -13.1% |
| 5Y | +20.2% | +23.7% | -3.4% | +1.6% |
| 10Y | +166.2% | -42.7% | +208.9% | +111.1% |
| All | +2,790.8% | +231.2% | +2,559.6% | +1,277.8% |
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