+872.5%
CSX vs POET
-20.8%
+893.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.0% | -7.2% | +0.7% |
| 7D | -3.4% | +5.6% | -9.0% | -3.5% |
| 30D | -3.1% | -2.1% | -1.0% | -3.1% |
| 3M | +7.2% | -48.8% | +56.0% | +8.5% |
| 6M | +16.2% | +15.8% | +0.4% | +13.5% |
| YTD | +37.5% | +25.1% | +12.4% | +33.9% |
| 1Y | +53.2% | +50.6% | +2.7% | +47.7% |
| 3Y | +68.2% | +107.9% | -39.6% | +55.6% |
| 5Y | +65.2% | -11.0% | +76.2% | +54.4% |
| 10Y | +504.1% | +25.7% | +478.4% | +437.0% |
| All | +872.5% | -20.8% | +893.3% | +711.3% |
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