+25.1%
POET vs LCID
-97.1%
+122.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.2% | +7.7% | -0.1% |
| 7D | +1.2% | -10.2% | +11.4% | +2.7% |
| 30D | -12.2% | -10.2% | -2.0% | -10.8% |
| 3M | -42.4% | -54.1% | +11.7% | -35.6% |
| 6M | -64.3% | -53.8% | -10.5% | -60.8% |
| YTD | -19.0% | -72.0% | +53.1% | -4.6% |
| 1Y | +9.1% | -80.5% | +89.7% | +34.8% |
| 3Y | +297.7% | -92.6% | +390.2% | +419.5% |
| 5Y | -38.2% | -99.3% | +61.1% | -2.5% |
| All | +25.1% | -97.1% | +122.2% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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