+15.4%
CORZ vs POET
+40.7%
-25.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +2.4% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | -14.0% | -10.4% | -3.7% | -12.3% |
| 3M | -34.1% | -29.3% | -4.8% | -31.0% |
| 6M | +8.5% | +6.9% | +1.6% | -7.9% |
| YTD | +23.2% | +25.6% | -2.4% | -0.7% |
| 1Y | +15.4% | +49.2% | -33.8% | -6.1% |
| All | +15.4% | +40.7% | -25.3% | -6.1% |
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