+3,202.0%
LSCC vs POET
-20.8%
+3,222.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.0% | -6.1% | +1.5% |
| 7D | +1.3% | +5.6% | -4.3% | +1.0% |
| 30D | -9.7% | -2.1% | -7.6% | -9.6% |
| 3M | -23.7% | -48.8% | +25.1% | -21.1% |
| 6M | +26.5% | +15.8% | +10.7% | +22.3% |
| YTD | +57.5% | +25.1% | +32.4% | +51.3% |
| 1Y | +75.7% | +50.6% | +25.1% | +66.0% |
| 3Y | +19.5% | +107.9% | -88.4% | +6.1% |
| 5Y | +83.8% | -11.0% | +94.8% | +65.6% |
| 10Y | +1,772.4% | +25.7% | +1,746.7% | +1,485.0% |
| All | +3,202.0% | -20.8% | +3,222.8% | +2,349.7% |
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 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