+1,468.2%
LYV vs PTEN
-45.7%
+1,513.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -1.9% | +3.5% | -5.4% | -2.9% |
| 30D | -8.2% | +17.5% | -25.7% | -12.6% |
| 3M | -1.3% | +12.7% | -14.0% | -6.2% |
| 6M | +2.6% | +33.1% | -30.5% | -8.7% |
| YTD | +19.4% | +116.4% | -97.0% | -8.5% |
| 1Y | -2.2% | +141.2% | -143.4% | -28.4% |
| 3Y | +106.0% | -3.8% | +109.8% | +85.9% |
| 5Y | +97.7% | +92.7% | +5.0% | +27.1% |
| 10Y | +560.5% | -17.1% | +577.6% | +290.7% |
| All | +1,468.2% | -45.7% | +1,513.9% | +538.1% |
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 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