+50.1%
POET vs LBRT
+119.0%
-68.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.1% | -6.8% | -4.9% |
| 7D | +9.7% | +10.2% | -0.4% | +5.7% |
| 30D | -6.5% | +4.9% | -11.4% | -8.2% |
| 3M | -25.7% | -21.2% | -4.5% | -20.7% |
| 6M | +19.6% | -19.9% | +39.5% | +27.1% |
| YTD | +26.4% | +20.8% | +5.6% | +23.9% |
| 1Y | +50.1% | +123.5% | -73.5% | +53.0% |
| All | +50.1% | +119.0% | -68.9% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling