+118.4%
POET vs CLBK
+52.3%
+66.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.2% |
| 7D | +3.7% | -1.4% | +5.1% | +4.3% |
| 30D | -11.5% | +4.5% | -16.1% | -13.3% |
| 3M | -30.8% | +22.8% | -53.6% | -37.3% |
| 6M | +8.6% | +43.4% | -34.9% | -9.4% |
| YTD | +20.1% | +64.1% | -44.0% | -6.7% |
| 1Y | +35.7% | +67.6% | -31.8% | +5.0% |
| All | +118.4% | +52.3% | +66.0% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling