+35,076.0%
LRCX vs PTEN
+1,970.6%
+33,105.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -1.9% |
| 7D | +9.5% | -1.7% | +11.2% | +9.9% |
| 30D | +3.1% | +18.6% | -15.5% | -0.8% |
| 3M | -3.4% | +12.5% | -15.8% | -6.7% |
| 6M | +49.7% | +41.9% | +7.8% | +35.6% |
| YTD | +84.9% | +117.8% | -32.9% | +52.1% |
| 1Y | +200.8% | +145.3% | +55.5% | +139.9% |
| 3Y | +385.1% | -2.8% | +387.9% | +356.5% |
| 5Y | +460.5% | +93.4% | +367.1% | +327.7% |
| 10Y | +3,866.3% | -16.6% | +3,882.8% | +2,780.2% |
| All | +35,076.0% | +1,970.6% | +33,105.4% | +14,007.9% |
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