-80.4%
LYFT vs PTEN
+7.7%
-88.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -8.4% | +3.5% | -11.8% | -9.3% |
| 30D | -7.6% | +17.5% | -25.1% | -11.8% |
| 3M | +11.7% | +12.7% | -1.0% | +6.3% |
| 6M | +15.1% | +33.1% | -18.0% | +3.1% |
| YTD | -20.9% | +116.4% | -137.3% | -38.7% |
| 1Y | -16.4% | +141.2% | -157.5% | -37.8% |
| 3Y | +35.2% | -3.8% | +39.0% | +24.8% |
| 5Y | -69.4% | +92.7% | -162.1% | -79.6% |
| All | -80.4% | +7.7% | -88.1% | -90.3% |
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