+225.0%
CP vs POET
+30.3%
+194.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | -2.6% | +0.4% | -3.0% | -2.6% |
| 30D | -3.7% | -10.4% | +6.6% | -3.5% |
| 3M | +0.1% | -29.3% | +29.5% | +0.9% |
| 6M | +7.8% | +6.9% | +1.0% | +4.7% |
| YTD | +21.7% | +25.6% | -3.9% | +17.1% |
| 1Y | +18.6% | +49.2% | -30.5% | +12.6% |
| 3Y | +17.5% | +128.4% | -110.9% | +5.6% |
| 5Y | +35.4% | -4.2% | +39.6% | +23.8% |
| All | +225.0% | +30.3% | +194.7% | +182.5% |
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