-18.0%
POET vs CPAY
+59.0%
-77.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.0% | -7.1% | -4.3% |
| 7D | -16.4% | +5.7% | -22.2% | -16.9% |
| 30D | -37.5% | +4.2% | -41.7% | -37.7% |
| 3M | -43.1% | +5.6% | -48.6% | -43.4% |
| 6M | -31.4% | +34.7% | -66.0% | -34.6% |
| YTD | -22.9% | +39.1% | -62.0% | -23.8% |
| 1Y | -18.0% | +60.3% | -78.3% | -17.1% |
| All | -18.0% | +59.0% | -77.0% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 1y: compounded portfolio wealth divided by compounded CPAY 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…
1y analysis · Full analysis span regression · 6 months rolling