Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CBRS vs POET✓SelectedUSD · POETCBRS vs POET performance historyLatest closeAs of+0.31%09/11
Stock and ETF performance explorer

CBRS vs POET

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-38.3%
POET return
-54.3%
Excess return
+16.0%
Maximum drawdown
-45.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioPOETExcessAlpha
1D+0.3%+4.6%-4.3%-1.3%
7D-8.6%+0.4%-9.0%-8.9%
30D-26.8%-10.4%-16.4%-24.3%
3M-15.3%-29.3%+14.1%-14.6%
All-38.3%-54.3%+16.0%-36.6%

Cumulative growth

Daily Returns

Daily percentage return beside POET.

Daily Out/Under-Performance

Portfolio return minus POET return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × POET 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 POET 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 · Available span rolling