+24.2%
CCEP vs POET
+56.2%
-32.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +8.0% | -11.2% | -3.0% |
| 7D | -3.1% | +5.6% | -8.7% | -3.0% |
| 30D | -2.6% | -2.1% | -0.5% | -2.6% |
| 3M | +14.9% | -48.8% | +63.8% | +14.8% |
| 6M | +2.3% | +15.8% | -13.5% | +3.2% |
| YTD | +17.8% | +25.1% | -7.3% | +19.6% |
| 1Y | +24.2% | +50.6% | -26.4% | +28.7% |
| All | +24.2% | +56.2% | -32.0% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling