+79.2%
LPLA vs PTEN
+49.0%
+30.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.5% |
| 7D | -0.9% | +10.6% | -11.5% | -3.0% |
| 30D | -9.5% | -4.9% | -4.6% | -9.4% |
| 3M | -21.9% | +1.4% | -23.3% | -23.2% |
| 6M | -2.6% | -7.0% | +4.4% | -3.3% |
| YTD | -17.8% | +84.8% | -102.6% | -31.9% |
| 1Y | -21.2% | +95.7% | -116.9% | -35.7% |
| 3Y | +30.6% | +2.0% | +28.7% | +18.5% |
| All | +79.2% | +49.0% | +30.2% | +36.4% |
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