+9.1%
POET vs LCID
-82.0%
+91.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.2% | +7.7% | +1.7% |
| 7D | +1.2% | -10.2% | +11.4% | +4.5% |
| 30D | -12.2% | -10.2% | -2.0% | -9.3% |
| 3M | -42.4% | -54.1% | +11.7% | -26.8% |
| 6M | -64.3% | -53.8% | -10.5% | -54.6% |
| YTD | -19.0% | -72.0% | +53.1% | +39.4% |
| 1Y | +9.1% | -80.5% | +89.7% | +181.0% |
| All | +9.1% | -82.0% | +91.1% | +181.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling