+28.2%
LSCC vs POET
+130.8%
-102.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.6% | +0.8% |
| 7D | +5.2% | +17.0% | -11.8% | +3.3% |
| 30D | -9.6% | -6.7% | -2.9% | -9.0% |
| 3M | -17.8% | -32.3% | +14.5% | -14.7% |
| 6M | +37.4% | +32.3% | +5.1% | +26.2% |
| YTD | +59.7% | +31.3% | +28.4% | +45.8% |
| 1Y | +76.2% | +55.3% | +20.9% | +55.9% |
| 3Y | +28.2% | +136.8% | -108.6% | +4.6% |
| All | +28.2% | +130.8% | -102.7% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling