+8,936.3%
LRCX vs POET
-20.5%
+8,956.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.2% |
| 7D | -3.1% | +0.4% | -3.4% | -3.1% |
| 30D | -8.6% | -10.4% | +1.8% | -8.0% |
| 3M | -17.7% | -29.3% | +11.7% | -16.1% |
| 6M | +36.4% | +6.9% | +29.5% | +32.9% |
| YTD | +74.5% | +25.6% | +49.0% | +68.5% |
| 1Y | +159.4% | +49.2% | +110.3% | +146.5% |
| 3Y | +361.6% | +128.4% | +233.1% | +311.1% |
| 5Y | +425.2% | -4.2% | +429.5% | +375.5% |
| 10Y | +3,645.0% | +30.3% | +3,614.7% | +3,063.4% |
| All | +8,936.3% | -20.5% | +8,956.8% | +6,385.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling