+1,815.1%
LSCC vs POET
+24.6%
+1,790.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.7% |
| 7D | +0.4% | +3.7% | -3.2% | +0.1% |
| 30D | -9.5% | -11.5% | +2.0% | -8.5% |
| 3M | -13.8% | -30.8% | +17.0% | -11.1% |
| 6M | +24.5% | +8.6% | +15.9% | +18.2% |
| YTD | +55.1% | +20.1% | +35.1% | +45.4% |
| 1Y | +72.5% | +35.7% | +36.8% | +58.0% |
| 3Y | +24.5% | +116.5% | -92.0% | +2.1% |
| 5Y | +81.8% | -8.4% | +90.2% | +52.8% |
| All | +1,815.1% | +24.6% | +1,790.5% | +1,441.4% |
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