+2,775.0%
LSCC vs PTEN
+1,889.0%
+886.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.2% |
| 7D | +1.3% | +0.7% | +0.6% | +1.1% |
| 30D | -9.7% | +31.2% | -40.9% | -15.5% |
| 3M | -23.7% | +2.0% | -25.7% | -24.7% |
| 6M | +26.5% | +42.4% | -15.9% | +13.8% |
| YTD | +57.5% | +109.2% | -51.7% | +29.3% |
| 1Y | +75.7% | +122.3% | -46.6% | +41.6% |
| 3Y | +19.5% | -5.6% | +25.0% | +14.5% |
| 5Y | +83.8% | +86.5% | -2.7% | +42.1% |
| 10Y | +1,772.4% | -22.1% | +1,794.5% | +1,281.3% |
| All | +2,775.0% | +1,889.0% | +886.1% | +1,235.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling