+1,195.2%
RCL vs POET
-16.9%
+1,212.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -0.5% |
| 7D | -0.5% | +17.0% | -17.5% | -1.2% |
| 30D | -17.3% | -6.7% | -10.6% | -17.2% |
| 3M | -2.8% | -32.3% | +29.6% | -1.6% |
| 6M | -4.4% | +32.3% | -36.7% | -8.6% |
| YTD | -4.2% | +31.3% | -35.5% | -8.7% |
| 1Y | -23.4% | +55.3% | -78.7% | -28.2% |
| 3Y | +179.4% | +136.8% | +42.6% | +143.3% |
| 5Y | +238.8% | -2.2% | +241.0% | +201.1% |
| 10Y | +350.2% | +34.0% | +316.2% | +276.3% |
| All | +1,195.2% | -16.9% | +1,212.1% | +1,137.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling