-49.3%
CCI vs POET
-6.5%
-42.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +2.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | +2.2% | -10.4% | +12.6% | +2.3% |
| 3M | -16.9% | -29.3% | +12.5% | -16.7% |
| 6M | -11.5% | +6.9% | -18.4% | -12.4% |
| YTD | -12.8% | +25.6% | -38.4% | -14.0% |
| 1Y | -17.1% | +49.2% | -66.2% | -18.4% |
| 3Y | -9.6% | +128.4% | -138.1% | -11.9% |
| All | -49.3% | -6.5% | -42.9% | -51.8% |
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