+216.9%
POET vs LBRT
-19.0%
+235.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -2.8% |
| 7D | -0.4% | -15.7% | +15.3% | +3.6% |
| 30D | -27.3% | -34.3% | +7.0% | -20.1% |
| 3M | -40.8% | -40.6% | -0.1% | -33.5% |
| 6M | -53.7% | -62.0% | +8.3% | -43.1% |
| YTD | -19.9% | -31.6% | +11.7% | -12.7% |
| 1Y | -4.0% | -25.8% | +21.8% | +3.3% |
| 3Y | +284.1% | -30.4% | +314.5% | +301.0% |
| 5Y | -37.4% | +18.7% | -56.1% | -42.9% |
| All | +216.9% | -19.0% | +235.9% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 10y: compounded portfolio wealth divided by compounded LBRT 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…
10y analysis · Full analysis span regression · 6 months rolling