+76.2%
LSCC vs PTEN
+131.4%
-55.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.6% | +1.1% |
| 7D | +5.2% | -1.0% | +6.2% | +5.3% |
| 30D | -9.6% | +29.3% | -38.9% | -12.8% |
| 3M | -17.8% | +7.2% | -25.0% | -18.9% |
| 6M | +37.4% | +43.5% | -6.1% | +22.3% |
| YTD | +59.7% | +113.2% | -53.6% | +21.9% |
| 1Y | +76.2% | +135.1% | -58.8% | +30.7% |
| All | +76.2% | +131.4% | -55.1% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling