+850.5%
CB vs POET
-48.7%
+899.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.1% |
| 7D | +2.9% | +1.2% | +1.8% | +2.9% |
| 30D | +7.3% | -12.2% | +19.5% | +7.4% |
| 3M | +9.4% | -42.4% | +51.8% | +10.0% |
| 6M | +19.6% | -64.3% | +83.9% | +20.5% |
| YTD | +21.5% | -19.0% | +40.4% | +20.0% |
| 1Y | +28.0% | +9.1% | +18.9% | +25.7% |
| 3Y | +74.9% | +297.7% | -222.8% | +64.3% |
| 5Y | +108.1% | -38.2% | +146.3% | +100.3% |
| 10Y | +251.8% | +123.0% | +128.8% | +225.8% |
| All | +850.5% | -48.7% | +899.2% | +840.6% |
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 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