+82.0%
LSCC vs PTEN
+90.4%
-8.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.3% |
| 7D | +1.3% | +0.7% | +0.6% | +1.0% |
| 30D | -9.7% | +31.2% | -40.9% | -16.8% |
| 3M | -23.7% | +2.0% | -25.7% | -24.9% |
| 6M | +26.5% | +42.4% | -15.9% | +10.0% |
| YTD | +57.5% | +109.2% | -51.7% | +20.9% |
| 1Y | +75.7% | +122.3% | -46.6% | +31.6% |
| 3Y | +19.5% | -5.6% | +25.0% | +7.2% |
| All | +82.0% | +90.4% | -8.4% | +35.8% |
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