-33.1%
LULU vs PTEN
+83.7%
-116.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -9.4% | +14.1% | +3.1% |
| 7D | +6.5% | -15.5% | +22.0% | +3.8% |
| 30D | +20.3% | -7.8% | +28.1% | +19.2% |
| 3M | -8.9% | +6.4% | -15.3% | -7.2% |
| 6M | -13.1% | -11.9% | -1.3% | -13.3% |
| YTD | -46.1% | +79.4% | -125.5% | -44.8% |
| All | -33.1% | +83.7% | -116.8% | -32.1% |
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