+1,486.2%
LSCC vs PTEN
-41.5%
+1,527.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.7% | +6.7% | +9.5% |
| 7D | +14.5% | -2.2% | +16.6% | +15.1% |
| 30D | -0.1% | -8.0% | +8.0% | +1.3% |
| 3M | -2.7% | -5.0% | +2.4% | -2.4% |
| 6M | -4.8% | -10.6% | +5.8% | -4.1% |
| YTD | +66.9% | +75.5% | -8.7% | +41.7% |
| 1Y | +85.8% | +70.2% | +15.7% | +58.7% |
| 3Y | +115.6% | -3.7% | +119.3% | +103.0% |
| 5Y | +48.8% | +34.9% | +13.9% | +25.4% |
| All | +1,486.2% | -41.5% | +1,527.7% | +1,108.6% |
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