+2,302.0%
COR vs POET
-20.0%
+2,322.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.4% |
| 7D | -3.9% | +9.7% | -13.6% | -4.0% |
| 30D | -0.3% | -6.5% | +6.2% | -0.3% |
| 3M | +15.9% | -25.7% | +41.6% | +16.1% |
| 6M | -10.3% | +19.6% | -29.8% | -11.4% |
| YTD | -3.7% | +26.4% | -30.1% | -5.1% |
| 1Y | +9.1% | +50.1% | -41.0% | +6.9% |
| 3Y | +86.6% | +127.9% | -41.4% | +78.4% |
| 5Y | +180.9% | -5.9% | +186.8% | +170.4% |
| 10Y | +407.4% | +31.1% | +376.3% | +372.4% |
| All | +2,302.0% | -20.0% | +2,322.0% | +2,149.3% |
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