+28.2%
POET vs CGNX
+193.6%
-165.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.1% | +0.5% | +3.2% |
| 7D | +0.4% | +3.2% | -2.8% | -0.6% |
| 30D | -10.4% | +6.0% | -16.4% | -11.8% |
| 3M | -29.3% | +3.5% | -32.9% | -29.3% |
| 6M | +6.9% | +26.3% | -19.4% | +2.3% |
| YTD | +25.6% | +79.2% | -53.7% | +7.0% |
| 1Y | +49.2% | +43.8% | +5.4% | +35.5% |
| 3Y | +128.4% | +52.0% | +76.5% | +97.3% |
| 5Y | -4.2% | -24.0% | +19.8% | -6.7% |
| All | +28.2% | +193.6% | -165.4% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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