-24.5%
RCL vs POET
+40.7%
-65.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | -1.9% | +0.4% | -2.3% | -1.9% |
| 30D | -15.5% | -10.4% | -5.2% | -15.2% |
| 3M | -9.7% | -29.3% | +19.7% | -8.6% |
| 6M | -8.7% | +6.9% | -15.6% | -11.7% |
| YTD | -5.8% | +25.6% | -31.3% | -10.5% |
| 1Y | -24.5% | +49.2% | -73.6% | -27.6% |
| All | -24.5% | +40.7% | -65.2% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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