+590.1%
CF vs POET
+24.6%
+565.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.0% | +2.8% | -2.0% |
| 7D | -2.0% | +3.7% | -5.6% | -2.2% |
| 30D | +15.3% | -11.5% | +26.8% | +15.8% |
| 3M | +24.3% | -30.8% | +55.1% | +25.6% |
| 6M | +23.9% | +8.6% | +15.3% | +18.2% |
| YTD | +77.3% | +20.1% | +57.2% | +67.4% |
| 1Y | +58.7% | +35.7% | +23.0% | +47.2% |
| 3Y | +72.8% | +116.5% | -43.7% | +44.8% |
| 5Y | +228.8% | -8.4% | +237.2% | +183.5% |
| All | +590.1% | +24.6% | +565.5% | +464.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling