-10.9%
CCL vs POET
-24.0%
+13.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.8% |
| 7D | -4.3% | +3.7% | -8.0% | -4.5% |
| 30D | -19.0% | -11.5% | -7.4% | -18.6% |
| 3M | -13.1% | -30.8% | +17.7% | -12.1% |
| 6M | -13.3% | +8.6% | -21.9% | -16.2% |
| YTD | -25.2% | +20.1% | -45.3% | -28.3% |
| 1Y | -27.2% | +35.7% | -62.9% | -31.0% |
| 3Y | +49.2% | +116.5% | -67.3% | +32.1% |
| 5Y | +0.4% | -8.4% | +8.8% | -9.6% |
| 10Y | -42.3% | +24.6% | -66.9% | -50.1% |
| All | -10.9% | -24.0% | +13.1% | -8.3% |
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