+1,402.3%
LITE vs PTEN
-43.9%
+1,446.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.7% |
| 7D | -35.9% | -25.5% | -10.4% | -31.3% |
| 30D | -51.5% | -11.7% | -39.9% | -49.9% |
| 3M | -35.7% | -0.5% | -35.2% | -35.6% |
| 6M | -43.0% | -12.9% | -30.1% | -41.3% |
| YTD | +46.1% | +67.1% | -21.0% | +30.0% |
| 1Y | +124.7% | +70.5% | +54.2% | +99.1% |
| 3Y | +1,172.1% | -10.4% | +1,182.5% | +1,145.1% |
| 5Y | +477.0% | +23.7% | +453.4% | +406.2% |
| All | +1,402.3% | -43.9% | +1,446.2% | +1,237.5% |
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 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