-66.4%
CSGP vs POET
+49.8%
-116.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -2.6% |
| 7D | -5.4% | +9.7% | -15.1% | -5.2% |
| 30D | -6.0% | -6.5% | +0.5% | -6.1% |
| 3M | -12.8% | -25.7% | +12.9% | -12.8% |
| 6M | -38.9% | +19.6% | -58.5% | -40.8% |
| YTD | -56.0% | +26.4% | -82.4% | -57.7% |
| 1Y | -66.4% | +50.1% | -116.5% | -67.0% |
| All | -66.4% | +49.8% | -116.3% | -67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling