+104.1%
CCEP vs POET
-6.5%
+110.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.1% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | -4.0% | -10.4% | +6.3% | -4.0% |
| 3M | +5.2% | -29.3% | +34.5% | +5.4% |
| 6M | +2.7% | +6.9% | -4.1% | +1.7% |
| YTD | +14.5% | +25.6% | -11.1% | +13.2% |
| 1Y | +17.2% | +49.2% | -32.0% | +15.1% |
| 3Y | +79.3% | +128.4% | -49.1% | +73.8% |
| All | +104.1% | -6.5% | +110.6% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling