+101.0%
CB vs POET
-11.6%
+112.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.3% |
| 7D | -2.8% | +3.7% | -6.4% | -2.7% |
| 30D | -2.4% | -11.5% | +9.1% | -2.5% |
| 3M | +2.8% | -30.8% | +33.6% | +2.7% |
| 6M | +4.8% | +8.6% | -3.8% | +4.6% |
| YTD | +9.2% | +20.1% | -10.9% | +8.9% |
| 1Y | +22.8% | +35.7% | -12.9% | +22.4% |
| 3Y | +71.1% | +116.5% | -45.4% | +71.6% |
| 5Y | +101.0% | -8.4% | +109.4% | +100.6% |
| All | +101.0% | -11.6% | +112.6% | +100.6% |
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 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