+1,830.6%
LSCC vs PTEN
-21.6%
+1,852.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.9% | -2.2% |
| 7D | +1.4% | -1.7% | +3.1% | +1.7% |
| 30D | -10.0% | +18.6% | -28.6% | -13.5% |
| 3M | -16.1% | +12.5% | -28.5% | -19.0% |
| 6M | +27.4% | +41.9% | -14.5% | +15.0% |
| YTD | +56.9% | +117.8% | -60.9% | +28.1% |
| 1Y | +74.6% | +145.3% | -70.7% | +38.2% |
| 3Y | +26.0% | -2.8% | +28.8% | +18.2% |
| 5Y | +86.1% | +93.4% | -7.3% | +46.2% |
| 10Y | +1,830.6% | -16.6% | +1,847.2% | +1,334.6% |
| All | +1,830.6% | -21.6% | +1,852.2% | +1,334.6% |
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