+3,549.0%
LRCX vs PTEN
-15.6%
+3,564.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -3.1% | +3.5% | -6.5% | -3.7% |
| 30D | -8.6% | +17.5% | -26.1% | -11.6% |
| 3M | -17.7% | +12.7% | -30.4% | -20.2% |
| 6M | +36.4% | +33.1% | +3.3% | +25.8% |
| YTD | +74.5% | +116.4% | -41.9% | +45.1% |
| 1Y | +159.4% | +141.2% | +18.3% | +109.7% |
| 3Y | +361.6% | -3.8% | +365.4% | +333.6% |
| 5Y | +425.2% | +92.7% | +332.5% | +311.3% |
| All | +3,549.0% | -15.6% | +3,564.7% | +2,429.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling