+562.5%
LITE vs PTEN
+49.0%
+513.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -5.3% |
| 7D | +10.8% | +10.6% | +0.2% | +7.6% |
| 30D | -33.4% | -4.9% | -28.5% | -31.9% |
| 3M | -32.2% | +1.4% | -33.7% | -32.1% |
| 6M | -42.1% | -7.0% | -35.1% | -41.2% |
| YTD | +61.9% | +84.8% | -22.9% | +35.2% |
| 1Y | +163.0% | +95.7% | +67.3% | +116.5% |
| 3Y | +1,358.0% | +2.0% | +1,356.0% | +1,230.7% |
| All | +562.5% | +49.0% | +513.5% | +473.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling