+404.9%
CORZ vs POET
+597.2%
-192.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.0% | +1.0% | -3.1% |
| 7D | -3.0% | +3.7% | -6.6% | -3.6% |
| 30D | -12.1% | -11.5% | -0.6% | -10.2% |
| 3M | -32.4% | -30.8% | -1.6% | -28.7% |
| 6M | +12.4% | +8.6% | +3.8% | -0.8% |
| YTD | +19.3% | +20.1% | -0.8% | +2.7% |
| 1Y | +8.6% | +35.7% | -27.1% | -11.0% |
| All | +404.9% | +597.2% | -192.3% | +295.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling