+73.0%
LMT vs PTEN
+87.9%
-14.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -0.2% | +3.5% | -3.7% | -0.5% |
| 30D | -13.1% | +17.5% | -30.6% | -14.4% |
| 3M | -3.9% | +12.7% | -16.6% | -5.2% |
| 6M | -18.3% | +33.1% | -51.3% | -21.1% |
| YTD | +10.3% | +116.4% | -106.1% | +1.3% |
| 1Y | +14.2% | +141.2% | -126.9% | +3.3% |
| 3Y | +35.0% | -3.8% | +38.8% | +31.7% |
| All | +73.0% | +87.9% | -14.8% | +57.7% |
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