+219.1%
RCL vs POET
-6.5%
+225.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | -1.9% | +0.4% | -2.3% | -1.9% |
| 30D | -15.5% | -10.4% | -5.2% | -15.1% |
| 3M | -9.7% | -29.3% | +19.7% | -8.4% |
| 6M | -8.7% | +6.9% | -15.6% | -12.7% |
| YTD | -5.8% | +25.6% | -31.3% | -11.3% |
| 1Y | -24.5% | +49.2% | -73.6% | -30.4% |
| 3Y | +173.9% | +128.4% | +45.5% | +136.6% |
| All | +219.1% | -6.5% | +225.5% | +181.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling