+172.7%
RCL vs POET
+111.1%
+61.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | -2.5% | +3.7% | -6.1% | -2.6% |
| 30D | -15.7% | -11.5% | -4.1% | -15.3% |
| 3M | -3.6% | -30.8% | +27.2% | -2.5% |
| 6M | -8.7% | +8.6% | -17.2% | -11.7% |
| YTD | -6.2% | +20.1% | -26.2% | -10.1% |
| 1Y | -22.9% | +35.7% | -58.6% | -27.1% |
| All | +172.7% | +111.1% | +61.6% | +145.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling