+260.3%
POET vs LBRT
-28.3%
+288.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.1% | -4.4% | +0.7% |
| 7D | +9.6% | -11.9% | +21.5% | +14.9% |
| 30D | -24.5% | -31.9% | +7.4% | -13.4% |
| 3M | -41.0% | -34.9% | -6.1% | -31.3% |
| 6M | -52.0% | -60.7% | +8.7% | -34.5% |
| YTD | -16.9% | -29.2% | +12.3% | -5.0% |
| 1Y | -2.4% | -23.6% | +21.2% | +10.0% |
| 3Y | +260.3% | -26.8% | +287.1% | +259.0% |
| All | +260.3% | -28.3% | +288.6% | +259.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling