+36.4%
LRCX vs POET
+14.2%
+22.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.8% |
| 7D | -3.1% | +0.4% | -3.4% | -3.1% |
| 30D | -8.6% | -10.4% | +1.8% | -6.8% |
| 3M | -17.7% | -29.3% | +11.7% | -13.9% |
| 6M | +36.4% | +6.9% | +29.5% | +33.6% |
| All | +36.4% | +14.2% | +22.1% | +33.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling