+5,443.7%
LMT vs PTEN
+1,970.6%
+3,473.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.4% |
| 7D | -1.3% | -1.7% | +0.3% | -1.2% |
| 30D | -12.5% | +18.6% | -31.1% | -13.8% |
| 3M | -0.5% | +12.5% | -12.9% | -1.8% |
| 6M | -20.0% | +41.9% | -61.9% | -22.9% |
| YTD | +10.4% | +117.8% | -107.4% | +2.5% |
| 1Y | +17.7% | +145.3% | -127.6% | +7.9% |
| 3Y | +34.3% | -2.8% | +37.1% | +30.5% |
| 5Y | +71.8% | +93.4% | -21.6% | +53.8% |
| 10Y | +187.0% | -16.6% | +203.5% | +149.8% |
| All | +5,443.7% | +1,970.6% | +3,473.1% | +3,682.3% |
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