-5.9%
POET vs LCID
-97.8%
+91.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.8% | +4.0% | -2.6% |
| 7D | +9.7% | -9.3% | +19.1% | +11.2% |
| 30D | -6.5% | -35.4% | +28.9% | -0.8% |
| 3M | -25.7% | -17.1% | -8.6% | -25.3% |
| 6M | +19.6% | -58.9% | +78.5% | +33.3% |
| YTD | +26.4% | -59.6% | +86.0% | +41.0% |
| 1Y | +50.1% | -78.0% | +128.1% | +78.8% |
| 3Y | +127.9% | -92.7% | +220.6% | +185.6% |
| 5Y | -5.9% | -97.8% | +92.0% | +30.1% |
| All | -5.9% | -97.8% | +91.9% | +30.1% |
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