+230.1%
CCEP vs POET
+30.3%
+199.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.2% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | -4.0% | -10.4% | +6.3% | -3.8% |
| 3M | +5.2% | -29.3% | +34.5% | +5.7% |
| 6M | +2.7% | +6.9% | -4.1% | +0.4% |
| YTD | +14.5% | +25.6% | -11.1% | +11.1% |
| 1Y | +17.2% | +49.2% | -32.0% | +12.4% |
| 3Y | +79.3% | +128.4% | -49.1% | +63.0% |
| 5Y | +106.8% | -4.2% | +111.0% | +91.2% |
| All | +230.1% | +30.3% | +199.7% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling