+9,650.4%
LIN vs PTEN
+1,889.0%
+7,761.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.8% |
| 7D | -2.1% | +0.7% | -2.8% | -2.2% |
| 30D | -2.4% | +31.2% | -33.7% | -6.2% |
| 3M | -5.6% | +2.0% | -7.6% | -6.6% |
| 6M | -3.4% | +42.4% | -45.8% | -9.2% |
| YTD | +13.1% | +109.2% | -96.1% | +0.5% |
| 1Y | +2.5% | +122.3% | -119.8% | -10.2% |
| 3Y | +27.6% | -5.6% | +33.2% | +22.1% |
| 5Y | +63.0% | +86.5% | -23.5% | +35.0% |
| 10Y | +359.3% | -22.1% | +381.4% | +266.7% |
| All | +9,650.4% | +1,889.0% | +7,761.4% | +6,438.5% |
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