+6.4%
LVS vs PTEN
+87.9%
-81.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -3.5% | +3.5% | -6.9% | -4.1% |
| 30D | -6.2% | +17.5% | -23.8% | -9.1% |
| 3M | -14.8% | +12.7% | -27.6% | -17.4% |
| 6M | -20.9% | +33.1% | -53.9% | -26.7% |
| YTD | -33.0% | +116.4% | -149.5% | -44.4% |
| 1Y | -20.0% | +141.2% | -161.2% | -35.5% |
| 3Y | -6.9% | -3.8% | -3.1% | -12.7% |
| All | +6.4% | +87.9% | -81.5% | -25.8% |
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