+49.7%
LRCX vs PTEN
+46.4%
+3.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -1.2% |
| 7D | +9.5% | -1.7% | +11.2% | +9.4% |
| 30D | +3.1% | +18.6% | -15.5% | +4.7% |
| 3M | -3.4% | +12.5% | -15.8% | -5.8% |
| 6M | +49.7% | +41.9% | +7.8% | +54.2% |
| All | +49.7% | +46.4% | +3.2% | +54.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling