+130.3%
POET vs CPAY
+1,533.9%
-1,403.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -5.1% |
| 7D | +3.7% | -2.7% | +6.4% | +4.3% |
| 30D | -11.5% | +0.6% | -12.1% | -11.8% |
| 3M | -30.8% | +17.0% | -47.8% | -33.7% |
| 6M | +8.6% | +24.1% | -15.6% | +2.3% |
| YTD | +20.1% | +35.7% | -15.7% | +10.0% |
| 1Y | +35.7% | +34.0% | +1.7% | +24.7% |
| 3Y | +116.5% | +50.3% | +66.3% | +93.5% |
| 5Y | -8.4% | +56.7% | -65.1% | -20.2% |
| 10Y | +24.6% | +153.9% | -129.4% | +7.9% |
| All | +130.3% | +1,533.9% | -1,403.6% | +209.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling