+1,693.9%
LNT vs PTEN
+1,927.4%
-233.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.8% |
| 7D | +1.0% | -1.0% | +2.0% | +1.1% |
| 30D | -1.1% | +29.3% | -30.4% | -3.2% |
| 3M | -3.6% | +7.2% | -10.8% | -4.5% |
| 6M | -2.7% | +43.5% | -46.2% | -6.2% |
| YTD | +8.0% | +113.2% | -105.2% | +0.6% |
| 1Y | +10.5% | +135.1% | -124.6% | +1.8% |
| 3Y | +49.6% | -4.8% | +54.4% | +45.7% |
| 5Y | +32.2% | +94.6% | -62.4% | +17.5% |
| 10Y | +141.8% | -24.2% | +166.0% | +108.2% |
| All | +1,693.9% | +1,927.4% | -233.5% | +1,100.8% |
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