-4.0%
POET vs LBRT
-27.7%
+23.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -1.5% |
| 7D | -0.4% | -15.7% | +15.3% | +9.8% |
| 30D | -27.3% | -34.3% | +7.0% | -8.0% |
| 3M | -40.8% | -40.6% | -0.1% | -20.7% |
| 6M | -53.7% | -62.0% | +8.3% | -20.9% |
| YTD | -19.9% | -31.6% | +11.7% | -10.2% |
| 1Y | -4.0% | -25.8% | +21.8% | -0.7% |
| All | -4.0% | -27.7% | +23.8% | -0.7% |
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