-10.1%
RCL vs POET
+31.1%
-41.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -1.6% |
| 7D | -2.2% | +9.7% | -11.9% | -2.6% |
| 30D | -15.7% | -6.5% | -9.1% | -15.5% |
| 3M | -8.0% | -25.7% | +17.7% | -7.0% |
| 6M | -10.1% | +19.6% | -29.7% | -14.2% |
| All | -10.1% | +31.1% | -41.3% | -14.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling