+86.1%
LSCC vs POET
-4.8%
+90.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +2.0% | -1.3% |
| 7D | +1.4% | +9.7% | -8.4% | +0.3% |
| 30D | -10.0% | -6.5% | -3.5% | -9.4% |
| 3M | -16.1% | -25.7% | +9.6% | -13.6% |
| 6M | +27.4% | +19.6% | +7.8% | +18.3% |
| YTD | +56.9% | +26.4% | +30.5% | +44.0% |
| 1Y | +74.6% | +50.1% | +24.5% | +55.1% |
| 3Y | +26.0% | +127.9% | -102.0% | +1.0% |
| 5Y | +86.1% | -5.9% | +92.0% | +49.5% |
| All | +86.1% | -4.8% | +90.9% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling