+208.1%
LRCX vs PTEN
+135.2%
+72.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.2% | +5.2% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | +0.1% | +31.2% | -31.2% | -1.2% |
| 3M | -8.5% | +2.0% | -10.5% | -9.7% |
| 6M | +38.1% | +42.4% | -4.3% | +29.1% |
| YTD | +80.1% | +109.2% | -29.1% | +53.5% |
| 1Y | +208.1% | +122.3% | +85.8% | +156.4% |
| All | +208.1% | +135.2% | +72.8% | +156.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling