+2,259.5%
LITE vs PTEN
-25.9%
+2,285.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.2% |
| 7D | -1.5% | +0.7% | -2.3% | -1.7% |
| 30D | +6.7% | +31.2% | -24.6% | +0.3% |
| 3M | -6.8% | +2.0% | -8.8% | -7.7% |
| 6M | +29.4% | +42.4% | -13.0% | +18.6% |
| YTD | +139.1% | +109.2% | +29.9% | +101.9% |
| 1Y | +521.0% | +122.3% | +398.7% | +416.8% |
| 3Y | +1,535.3% | -5.6% | +1,540.9% | +1,459.5% |
| 5Y | +889.8% | +86.5% | +803.3% | +693.6% |
| All | +2,259.5% | -25.9% | +2,285.3% | +1,725.6% |
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