+25.5%
LSCC vs PTEN
+22.3%
+3.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.3% | +7.4% | +7.2% |
| 7D | +13.0% | -25.5% | +38.5% | +22.1% |
| 30D | -19.8% | -11.7% | -8.2% | -17.7% |
| 3M | -18.4% | -0.5% | -17.9% | -19.6% |
| 6M | -16.1% | -12.9% | -3.2% | -14.9% |
| YTD | +42.7% | +67.1% | -24.4% | +14.8% |
| 1Y | +68.0% | +70.5% | -2.5% | +33.9% |
| 3Y | +85.8% | -10.4% | +96.3% | +69.3% |
| All | +25.5% | +22.3% | +3.2% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling