+122.0%
CSCO vs POET
-6.5%
+128.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.6% | -0.2% | +4.2% |
| 7D | +2.7% | +0.4% | +2.3% | +2.7% |
| 30D | -9.5% | -10.4% | +0.9% | -9.1% |
| 3M | -7.6% | -29.3% | +21.7% | -6.7% |
| 6M | +44.9% | +6.9% | +38.0% | +42.4% |
| YTD | +47.7% | +25.6% | +22.1% | +44.0% |
| 1Y | +69.1% | +49.2% | +19.9% | +63.3% |
| 3Y | +113.5% | +128.4% | -14.9% | +101.9% |
| All | +122.0% | -6.5% | +128.4% | +111.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling