+1,379.1%
LSCC vs PTEN
-43.5%
+1,422.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.1% | +8.6% |
| 7D | +19.3% | -16.4% | +35.8% | +24.0% |
| 30D | -9.6% | -12.8% | +3.2% | -7.4% |
| 3M | -12.4% | +0.7% | -13.1% | -13.5% |
| 6M | -10.5% | -12.2% | +1.7% | -9.5% |
| YTD | +54.8% | +66.1% | -11.3% | +33.0% |
| 1Y | +79.4% | +69.2% | +10.2% | +53.2% |
| 3Y | +109.6% | -8.2% | +117.8% | +99.4% |
| 5Y | +40.4% | +19.2% | +21.2% | +21.2% |
| 10Y | +1,379.1% | -45.6% | +1,424.6% | +1,030.1% |
| All | +1,379.1% | -43.5% | +1,422.6% | +1,030.1% |
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