+60.0%
CSGP vs POET
+133.2%
-73.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +2.9% |
| 7D | +1.3% | +1.2% | +0.2% | +1.3% |
| 30D | +2.8% | -12.2% | +15.0% | +3.0% |
| 3M | -6.3% | -42.4% | +36.1% | -5.1% |
| 6M | -3.2% | -64.3% | +61.1% | -1.3% |
| YTD | -54.0% | -19.0% | -35.0% | -55.7% |
| 1Y | -54.8% | +9.1% | -64.0% | -57.2% |
| 3Y | -60.6% | +297.7% | -358.3% | -66.3% |
| 5Y | -62.6% | -38.2% | -24.4% | -66.5% |
| All | +60.0% | +133.2% | -73.1% | +31.0% |
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