+192.0%
CLX vs POET
-20.0%
+212.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.6% | -2.2% |
| 7D | -4.9% | +9.7% | -14.7% | -5.0% |
| 30D | -15.8% | -6.5% | -9.3% | -15.8% |
| 3M | -7.9% | -25.7% | +17.8% | -7.9% |
| 6M | -19.0% | +19.6% | -38.6% | -19.4% |
| YTD | -7.9% | +26.4% | -34.3% | -8.4% |
| 1Y | -25.4% | +50.1% | -75.5% | -25.9% |
| 3Y | -35.0% | +127.9% | -162.9% | -36.0% |
| 5Y | -36.8% | -5.9% | -30.9% | -37.6% |
| 10Y | -1.4% | +31.1% | -32.6% | -4.0% |
| All | +192.0% | -20.0% | +212.0% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling