+20.1%
CP vs POET
+56.2%
-36.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.7% | +0.2% |
| 7D | -2.7% | +5.6% | -8.3% | -2.8% |
| 30D | +0.2% | -2.1% | +2.3% | +0.2% |
| 3M | +2.6% | -48.8% | +51.4% | +3.9% |
| 6M | +6.0% | +15.8% | -9.8% | +1.6% |
| YTD | +24.9% | +25.1% | -0.2% | +18.8% |
| 1Y | +20.1% | +50.6% | -30.5% | +13.8% |
| All | +20.1% | +56.2% | -36.1% | +13.8% |
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 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