+338.5%
COP vs POET
+30.3%
+308.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | 0.0% |
| 7D | +2.3% | +0.4% | +1.9% | +2.3% |
| 30D | +8.6% | -10.4% | +19.0% | +9.1% |
| 3M | +19.9% | -29.3% | +49.2% | +21.2% |
| 6M | +19.0% | +6.9% | +12.2% | +13.0% |
| YTD | +50.0% | +25.6% | +24.4% | +40.4% |
| 1Y | +50.5% | +49.2% | +1.4% | +37.7% |
| 3Y | +25.2% | +128.4% | -103.2% | +3.1% |
| 5Y | +194.3% | -4.2% | +198.5% | +151.0% |
| All | +338.5% | +30.3% | +308.2% | +234.0% |
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