+591.0%
CSCO vs POET
-20.0%
+611.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +4.0% | +0.3% |
| 7D | 0.0% | +9.7% | -9.8% | -0.3% |
| 30D | -10.7% | -6.5% | -4.2% | -10.6% |
| 3M | -8.7% | -25.7% | +17.0% | -8.3% |
| 6M | +44.9% | +19.6% | +25.3% | +42.4% |
| YTD | +44.1% | +26.4% | +17.8% | +41.2% |
| 1Y | +65.9% | +50.1% | +15.8% | +61.1% |
| 3Y | +109.0% | +127.9% | -18.9% | +96.1% |
| 5Y | +114.8% | -5.9% | +120.6% | +103.2% |
| 10Y | +377.3% | +31.1% | +346.2% | +333.4% |
| All | +591.0% | -20.0% | +611.0% | +504.7% |
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