+3,549.0%
LRCX vs POET
+30.3%
+3,518.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.3% |
| 7D | -3.1% | +0.4% | -3.4% | -3.1% |
| 30D | -8.6% | -10.4% | +1.8% | -7.7% |
| 3M | -17.7% | -29.3% | +11.7% | -15.4% |
| 6M | +36.4% | +6.9% | +29.5% | +31.4% |
| YTD | +74.5% | +25.6% | +49.0% | +65.9% |
| 1Y | +159.4% | +49.2% | +110.3% | +141.2% |
| 3Y | +361.6% | +128.4% | +233.1% | +295.7% |
| 5Y | +425.2% | -4.2% | +429.5% | +359.1% |
| All | +3,549.0% | +30.3% | +3,518.7% | +3,036.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling