+104.8%
LSCC vs PTEN
+2.7%
+102.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.8% | -8.3% | -6.4% |
| 7D | +7.0% | +10.6% | -3.6% | +3.4% |
| 30D | -2.3% | -4.9% | +2.6% | -1.7% |
| 3M | -12.5% | +1.4% | -14.0% | -14.5% |
| 6M | -10.6% | -7.0% | -3.6% | -11.0% |
| YTD | +52.7% | +84.8% | -32.1% | +8.2% |
| 1Y | +74.0% | +95.7% | -21.7% | +19.7% |
| 3Y | +104.8% | +2.0% | +102.8% | +74.0% |
| All | +104.8% | +2.7% | +102.1% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling