-36.2%
CLX vs POET
+120.8%
-157.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -17.1% |
| 3M | -9.7% | -29.3% | +19.7% | -9.8% |
| 6M | -19.8% | +6.9% | -26.7% | -19.9% |
| YTD | -9.8% | +25.6% | -35.4% | -10.0% |
| 1Y | -26.2% | +49.2% | -75.3% | -26.3% |
| 3Y | -36.2% | +128.4% | -164.6% | -42.8% |
| All | -36.2% | +120.8% | -157.0% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling