+444.5%
CORZ vs POET
+662.4%
-217.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.9% | -0.2% | +3.8% |
| 7D | +16.6% | +17.0% | -0.5% | +13.4% |
| 30D | -10.9% | -6.7% | -4.1% | -9.8% |
| 3M | -31.0% | -32.3% | +1.3% | -27.3% |
| 6M | +26.0% | +32.3% | -6.3% | +7.5% |
| YTD | +28.6% | +31.3% | -2.6% | +9.0% |
| 1Y | +34.5% | +55.3% | -20.9% | +7.7% |
| All | +444.5% | +662.4% | -217.9% | +319.3% |
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