+49.3%
CCL vs POET
+120.8%
-71.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | -17.8% | -10.4% | -7.4% | -17.4% |
| 3M | -18.7% | -29.3% | +10.7% | -17.7% |
| 6M | -11.4% | +6.9% | -18.3% | -15.0% |
| YTD | -24.3% | +25.6% | -49.9% | -28.4% |
| 1Y | -28.8% | +49.2% | -78.0% | -33.7% |
| 3Y | +49.3% | +128.4% | -79.1% | +25.2% |
| All | +49.3% | +120.8% | -71.5% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling