+5,083.9%
LITE vs PTEN
-6.4%
+5,090.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.8% |
| 3M | -6.8% | +2.0% | -8.8% | -7.6% |
| 6M | +29.4% | +42.4% | -13.0% | +19.3% |
| YTD | +139.1% | +109.2% | +29.9% | +104.3% |
| 1Y | +521.0% | +122.3% | +398.7% | +423.7% |
| 3Y | +1,535.3% | -5.6% | +1,540.9% | +1,465.1% |
| 5Y | +889.8% | +86.5% | +803.3% | +710.2% |
| 10Y | +2,400.7% | -22.1% | +2,422.9% | +1,803.9% |
| All | +5,083.9% | -6.4% | +5,090.3% | +3,708.8% |
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