+1,210.9%
LPLA vs PTEN
-15.6%
+1,226.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -1.5% | +3.5% | -5.0% | -2.4% |
| 30D | -6.0% | +17.5% | -23.5% | -10.0% |
| 3M | +24.0% | +12.7% | +11.3% | +18.8% |
| 6M | +17.0% | +33.1% | -16.1% | +6.2% |
| YTD | -0.7% | +116.4% | -117.1% | -20.8% |
| 1Y | +2.1% | +141.2% | -139.1% | -21.5% |
| 3Y | +48.7% | -3.8% | +52.5% | +38.1% |
| 5Y | +151.2% | +92.7% | +58.5% | +80.3% |
| All | +1,210.9% | -15.6% | +1,226.5% | +724.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling