+1,500.5%
CIEN vs POET
+30.3%
+1,470.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.1% | +4.1% |
| 7D | +8.9% | +0.4% | +8.5% | +8.9% |
| 30D | -19.1% | -10.4% | -8.7% | -18.5% |
| 3M | -21.5% | -29.3% | +7.8% | -19.8% |
| 6M | +2.8% | +6.9% | -4.0% | -0.5% |
| YTD | +49.5% | +25.6% | +23.9% | +42.8% |
| 1Y | +163.8% | +49.2% | +114.6% | +147.9% |
| 3Y | +615.8% | +128.4% | +487.4% | +534.8% |
| 5Y | +548.4% | -4.2% | +552.6% | +480.9% |
| All | +1,500.5% | +30.3% | +1,470.1% | +1,416.0% |
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