+556.0%
CSGP vs POET
-44.1%
+600.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.3% | -10.5% | -0.4% |
| 7D | -7.1% | +14.5% | -21.6% | -7.4% |
| 30D | +3.6% | -12.8% | +16.4% | +3.8% |
| 3M | -2.7% | -34.9% | +32.2% | -2.1% |
| 6M | -8.0% | -59.8% | +51.7% | -7.2% |
| YTD | -55.0% | -11.7% | -43.3% | -56.0% |
| 1Y | -55.8% | +5.7% | -61.4% | -57.0% |
| 3Y | -62.0% | +323.5% | -385.5% | -65.1% |
| 5Y | -62.9% | -31.0% | -31.9% | -65.1% |
| 10Y | +62.6% | +143.0% | -80.4% | +46.4% |
| All | +556.0% | -44.1% | +600.1% | +520.5% |
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