+488.5%
CSX vs POET
+24.6%
+463.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.5% |
| 7D | +0.1% | +3.7% | -3.6% | 0.0% |
| 30D | -1.5% | -11.5% | +10.0% | -1.2% |
| 3M | +6.0% | -30.8% | +36.7% | +6.8% |
| 6M | +20.6% | +8.6% | +12.0% | +17.0% |
| YTD | +36.5% | +20.1% | +16.5% | +31.7% |
| 1Y | +55.0% | +35.7% | +19.3% | +47.8% |
| 3Y | +70.8% | +116.5% | -45.8% | +53.1% |
| 5Y | +69.6% | -8.4% | +78.0% | +54.8% |
| All | +488.5% | +24.6% | +463.9% | +409.9% |
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