-12.3%
LUV vs POET
-6.5%
-5.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.2% |
| 7D | -1.0% | +0.4% | -1.3% | -1.0% |
| 30D | -12.4% | -10.4% | -2.0% | -12.0% |
| 3M | -11.0% | -29.3% | +18.3% | -10.2% |
| 6M | -5.0% | +6.9% | -11.8% | -8.2% |
| YTD | -3.8% | +25.6% | -29.4% | -8.0% |
| 1Y | +25.9% | +49.2% | -23.2% | +18.6% |
| 3Y | +42.2% | +128.4% | -86.2% | +29.5% |
| All | -12.3% | -6.5% | -5.8% | -21.3% |
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