-0.8%
CCL vs POET
-6.5%
+5.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.9% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | -17.8% | -10.4% | -7.4% | -17.3% |
| 3M | -18.7% | -29.3% | +10.7% | -17.4% |
| 6M | -11.4% | +6.9% | -18.3% | -16.4% |
| YTD | -24.3% | +25.6% | -49.9% | -29.9% |
| 1Y | -28.8% | +49.2% | -78.0% | -35.7% |
| 3Y | +49.3% | +128.4% | -79.1% | +24.0% |
| All | -0.8% | -6.5% | +5.6% | -14.5% |
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