+316.5%
CHTR vs POET
+245.7%
+70.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +3.6% |
| 7D | -4.1% | +0.4% | -4.5% | -4.1% |
| 30D | -3.0% | -10.4% | +7.4% | -2.8% |
| 3M | +4.8% | -29.3% | +34.1% | +5.2% |
| 6M | -35.0% | +6.9% | -41.9% | -36.3% |
| YTD | -30.2% | +25.6% | -55.8% | -32.0% |
| 1Y | -44.8% | +49.2% | -93.9% | -46.7% |
| 3Y | -66.6% | +128.4% | -195.0% | -69.0% |
| 5Y | -81.5% | -4.2% | -77.3% | -82.7% |
| 10Y | -44.8% | +30.3% | -75.1% | -50.5% |
| All | +316.5% | +245.7% | +70.8% | +240.4% |
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