+85.4%
POET vs LCID
-95.9%
+181.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.1% | -2.9% | -4.7% |
| 7D | +3.7% | -9.1% | +12.8% | +5.1% |
| 30D | -11.5% | -37.6% | +26.1% | -5.5% |
| 3M | -30.8% | -11.1% | -19.7% | -31.1% |
| 6M | +8.6% | -59.2% | +67.8% | +21.2% |
| YTD | +20.1% | -60.5% | +80.5% | +34.4% |
| 1Y | +35.7% | -78.5% | +114.2% | +63.4% |
| 3Y | +116.5% | -92.8% | +209.4% | +177.4% |
| 5Y | -8.4% | -97.9% | +89.5% | +22.1% |
| All | +85.4% | -95.9% | +181.3% | +118.9% |
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