-41.3%
CORZ vs POET
-21.9%
-19.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.1% | -6.3% | -9.4% |
| 7D | -14.9% | -16.4% | +1.5% | -10.9% |
| 30D | -23.1% | -37.5% | +14.4% | -13.8% |
| 3M | -44.1% | -43.1% | -1.0% | -36.0% |
| 6M | -39.5% | -31.4% | -8.2% | -37.3% |
| YTD | -12.4% | -22.9% | +10.5% | -30.3% |
| 1Y | -41.3% | -18.0% | -23.3% | -55.2% |
| All | -41.3% | -21.9% | -19.4% | -55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling