-4.4%
CLX vs POET
+30.3%
-34.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.1% |
| 7D | -5.7% | +0.4% | -6.1% | -5.7% |
| 30D | -17.0% | -10.4% | -6.6% | -17.0% |
| 3M | -9.7% | -29.3% | +19.7% | -9.7% |
| 6M | -19.8% | +6.9% | -26.7% | -20.1% |
| YTD | -9.8% | +25.6% | -35.4% | -10.2% |
| 1Y | -26.2% | +49.2% | -75.3% | -26.6% |
| 3Y | -36.2% | +128.4% | -164.6% | -36.8% |
| 5Y | -38.3% | -4.2% | -34.1% | -38.9% |
| All | -4.4% | +30.3% | -34.7% | -6.9% |
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