+65.1%
CSGP vs POET
+120.4%
-55.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.8% |
| 7D | -3.2% | -0.4% | -2.8% | -3.2% |
| 30D | +2.2% | -27.3% | +29.5% | +3.0% |
| 3M | -3.7% | -40.8% | +37.1% | -2.4% |
| 6M | -7.4% | -53.7% | +46.3% | -6.8% |
| YTD | -54.9% | -19.9% | -35.0% | -56.6% |
| 1Y | -54.9% | -4.0% | -50.9% | -57.1% |
| 3Y | -61.9% | +284.1% | -346.0% | -67.4% |
| 5Y | -63.1% | -37.4% | -25.7% | -66.9% |
| 10Y | +65.1% | +120.4% | -55.3% | +35.7% |
| All | +65.1% | +120.4% | -55.3% | +35.7% |
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 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