+32.1%
CL vs POET
-21.9%
+54.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.1% | +7.4% | +3.1% |
| 7D | +7.7% | -16.4% | +24.1% | +7.1% |
| 30D | +15.2% | -37.5% | +52.8% | +13.8% |
| 3M | +7.3% | -43.1% | +50.4% | +5.9% |
| 6M | +17.0% | -31.4% | +48.4% | +15.9% |
| YTD | +28.0% | -22.9% | +50.9% | +30.5% |
| 1Y | +32.1% | -18.0% | +50.1% | +35.2% |
| All | +32.1% | -21.9% | +54.0% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling