+46.9%
LPLA vs PTEN
-3.1%
+50.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.6% |
| 7D | -1.5% | -1.7% | +0.1% | -1.3% |
| 30D | -6.0% | +18.6% | -24.6% | -9.4% |
| 3M | +21.4% | +12.5% | +8.9% | +17.6% |
| 6M | +12.1% | +41.9% | -29.8% | +1.6% |
| YTD | -1.8% | +117.8% | -119.6% | -20.4% |
| 1Y | +3.2% | +145.3% | -142.1% | -19.6% |
| All | +46.9% | -3.1% | +50.1% | +25.3% |
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 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