+1,314.0%
LPLA vs PTEN
-15.3%
+1,329.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.5% | -3.0% |
| 7D | -2.1% | -1.0% | -1.1% | -1.9% |
| 30D | -3.3% | +29.3% | -32.6% | -9.5% |
| 3M | +23.5% | +7.2% | +16.3% | +19.9% |
| 6M | +12.0% | +43.5% | -31.5% | 0.0% |
| YTD | -1.7% | +113.2% | -114.9% | -20.6% |
| 1Y | +3.2% | +135.1% | -131.8% | -19.3% |
| 3Y | +46.2% | -4.8% | +51.0% | +36.6% |
| 5Y | +144.9% | +94.6% | +50.3% | +78.7% |
| 10Y | +1,195.1% | -24.2% | +1,219.3% | +790.8% |
| All | +1,314.0% | -15.3% | +1,329.3% | +806.3% |
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 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