+18.8%
CLF vs POET
+56.2%
-37.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.0% | -6.3% | +1.0% |
| 7D | +7.6% | +5.6% | +2.0% | +7.0% |
| 30D | -1.2% | -2.1% | +0.9% | -1.2% |
| 3M | -13.4% | -48.8% | +35.5% | -8.9% |
| 6M | +15.4% | +15.8% | -0.4% | -2.2% |
| YTD | -5.9% | +25.1% | -31.0% | -22.7% |
| 1Y | +18.8% | +50.6% | -31.7% | +4.7% |
| All | +18.8% | +56.2% | -37.4% | +4.7% |
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