-59.7%
CSGP vs POET
+295.5%
-355.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.5% | +2.2% |
| 7D | -1.8% | +9.6% | -11.4% | -2.0% |
| 30D | +5.3% | -24.5% | +29.8% | +5.9% |
| 3M | +3.3% | -41.0% | +44.3% | +4.4% |
| 6M | -4.7% | -52.0% | +47.3% | -4.4% |
| YTD | -53.5% | -16.9% | -36.6% | -55.8% |
| 1Y | -53.7% | -2.4% | -51.3% | -56.6% |
| 3Y | -59.7% | +260.3% | -320.0% | -66.8% |
| All | -59.7% | +295.5% | -355.2% | -66.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling