-37.2%
POET vs LCID
-99.3%
+62.0%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -11.3% | +4.5% | -4.9% |
| 7D | +22.3% | +9.2% | +13.1% | +20.6% |
| 30D | -17.6% | -3.0% | -14.6% | -17.2% |
| 3M | -41.3% | -50.2% | +9.0% | -34.7% |
| 6M | -62.1% | -45.8% | -16.2% | -59.1% |
| YTD | -17.7% | -69.2% | +51.5% | -3.3% |
| 1Y | +3.2% | -80.4% | +83.5% | +28.6% |
| 3Y | +294.7% | -91.4% | +386.1% | +411.2% |
| 5Y | -37.2% | -99.3% | +62.0% | -6.4% |
| All | -37.2% | -99.3% | +62.0% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling