+146.6%
LPLA vs PTEN
+89.3%
+57.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | -3.7% | +2.8% | -6.4% | -4.3% |
| 30D | -6.4% | +17.6% | -23.9% | -10.0% |
| 3M | +20.2% | +8.2% | +12.0% | +16.9% |
| 6M | +12.8% | +38.1% | -25.3% | +2.3% |
| YTD | -2.5% | +117.3% | -119.8% | -21.3% |
| 1Y | +1.9% | +146.1% | -144.1% | -20.9% |
| 3Y | +45.0% | -3.0% | +48.0% | +34.4% |
| 5Y | +146.6% | +93.5% | +53.2% | +78.1% |
| All | +146.6% | +89.3% | +57.3% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling