+46.5%
LNT vs PTEN
-3.4%
+49.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -1.1% | +2.8% | -3.9% | -1.2% |
| 30D | -1.9% | +17.6% | -19.5% | -2.5% |
| 3M | -7.2% | +8.2% | -15.4% | -7.4% |
| 6M | -3.9% | +38.1% | -42.0% | -5.4% |
| YTD | +5.9% | +117.3% | -111.4% | +1.5% |
| 1Y | +8.4% | +146.1% | -137.7% | +2.9% |
| All | +46.5% | -3.4% | +49.8% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling