+70.6%
CSX vs POET
+130.8%
-60.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.9% | -5.8% | -0.9% |
| 7D | +0.6% | +17.0% | -16.4% | +0.4% |
| 30D | -2.3% | -6.7% | +4.5% | -2.2% |
| 3M | +4.3% | -32.3% | +36.6% | +4.7% |
| 6M | +23.4% | +32.3% | -9.0% | +21.2% |
| YTD | +36.4% | +31.3% | +5.1% | +33.9% |
| 1Y | +53.0% | +55.3% | -2.3% | +49.5% |
| 3Y | +70.6% | +136.8% | -66.1% | +63.6% |
| All | +70.6% | +130.8% | -60.2% | +63.6% |
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