+416.0%
LRCX vs PTEN
+87.9%
+328.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.1% | +3.5% | -6.5% | -3.8% |
| 30D | -8.6% | +17.5% | -26.1% | -11.8% |
| 3M | -17.7% | +12.7% | -30.4% | -20.4% |
| 6M | +36.4% | +33.1% | +3.3% | +24.7% |
| YTD | +74.5% | +116.4% | -41.9% | +41.0% |
| 1Y | +159.4% | +141.2% | +18.3% | +102.7% |
| 3Y | +361.6% | -3.8% | +365.4% | +322.2% |
| All | +416.0% | +87.9% | +328.2% | +320.8% |
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