+127.1%
POET vs CLBK
+65.5%
+61.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +0.4% | -1.5% | +1.8% | +1.0% |
| 30D | -10.4% | -1.0% | -9.3% | -9.9% |
| 3M | -29.3% | +22.9% | -52.3% | -36.2% |
| 6M | +6.9% | +44.2% | -37.3% | -11.3% |
| YTD | +25.6% | +64.0% | -38.4% | -2.4% |
| 1Y | +49.2% | +65.7% | -16.5% | +16.1% |
| 3Y | +128.4% | +54.1% | +74.4% | +77.5% |
| 5Y | -4.2% | +44.7% | -48.9% | -30.6% |
| All | +127.1% | +65.5% | +61.7% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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