+35.1%
LSCC vs POET
-40.3%
+75.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -3.9% | -5.3% |
| 7D | +7.0% | +1.2% | +5.8% | +6.9% |
| 30D | -2.3% | -12.2% | +9.9% | -0.7% |
| 3M | -12.5% | -42.4% | +29.9% | -6.6% |
| 6M | -10.6% | -64.3% | +53.7% | -1.6% |
| YTD | +52.7% | -19.0% | +71.6% | +47.6% |
| 1Y | +74.0% | +9.1% | +64.8% | +62.6% |
| 3Y | +104.8% | +297.7% | -192.9% | +59.5% |
| All | +35.1% | -40.3% | +75.5% | +18.7% |
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