+749.0%
CB vs POET
-16.9%
+765.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.4% | -1.5% |
| 7D | -0.6% | +17.0% | -17.7% | -0.8% |
| 30D | -3.9% | -6.7% | +2.8% | -3.9% |
| 3M | +4.9% | -32.3% | +37.2% | +5.2% |
| 6M | +3.3% | +32.3% | -29.1% | +1.7% |
| YTD | +8.5% | +31.3% | -22.8% | +6.7% |
| 1Y | +22.1% | +55.3% | -33.3% | +19.3% |
| 3Y | +70.1% | +136.8% | -66.6% | +61.7% |
| 5Y | +97.4% | -2.2% | +99.6% | +89.0% |
| 10Y | +216.8% | +34.0% | +182.8% | +194.6% |
| All | +749.0% | -16.9% | +765.9% | +736.3% |
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