+569.9%
CSGP vs POET
-20.8%
+590.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.0% | -10.5% | -2.6% |
| 7D | -4.1% | +5.6% | -9.7% | -4.2% |
| 30D | +2.3% | -2.1% | +4.4% | +2.3% |
| 3M | -8.2% | -48.8% | +40.7% | -7.2% |
| 6M | -35.1% | +15.8% | -50.9% | -36.6% |
| YTD | -54.0% | +25.1% | -79.1% | -55.3% |
| 1Y | -65.3% | +50.6% | -115.9% | -66.6% |
| 3Y | -62.6% | +107.9% | -170.4% | -65.2% |
| 5Y | -64.8% | -11.0% | -53.8% | -67.1% |
| 10Y | +45.1% | +25.7% | +19.4% | +31.2% |
| All | +569.9% | -20.8% | +590.7% | +530.4% |
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