+42.8%
LRCX vs POET
-21.9%
+64.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -3.1% |
| 7D | -12.8% | -16.4% | +3.7% | -9.4% |
| 30D | -36.0% | -37.5% | +1.6% | -29.4% |
| 3M | -30.2% | -43.1% | +12.8% | -21.8% |
| 6M | -14.2% | -31.4% | +17.2% | -8.4% |
| YTD | +29.7% | -22.9% | +52.6% | +24.1% |
| 1Y | +42.8% | -18.0% | +60.8% | +34.3% |
| All | +42.8% | -21.9% | +64.7% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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