+421.5%
CORZ vs POET
+629.4%
-207.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +2.5% |
| 7D | +0.3% | +0.4% | -0.1% | +0.3% |
| 30D | -14.0% | -10.4% | -3.7% | -12.4% |
| 3M | -34.1% | -29.3% | -4.8% | -30.8% |
| 6M | +8.5% | +6.9% | +1.6% | -4.0% |
| YTD | +23.2% | +25.6% | -2.4% | +5.2% |
| 1Y | +15.4% | +49.2% | -33.8% | -6.9% |
| All | +421.5% | +629.4% | -207.8% | +304.8% |
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 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