+102.7%
POET vs LCID
-95.5%
+198.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +5.1% |
| 7D | +17.0% | +1.8% | +15.3% | +16.8% |
| 30D | -6.7% | -34.2% | +27.5% | -1.1% |
| 3M | -32.3% | -9.1% | -23.2% | -32.9% |
| 6M | +32.3% | -52.6% | +84.9% | +44.7% |
| YTD | +31.3% | -56.2% | +87.5% | +44.8% |
| 1Y | +55.3% | -74.9% | +130.2% | +83.1% |
| 3Y | +136.8% | -92.1% | +228.8% | +199.0% |
| 5Y | -2.2% | -97.6% | +95.3% | +27.4% |
| All | +102.7% | -95.5% | +198.2% | +135.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling