+3.3%
CCEP vs POET
+31.1%
-27.9%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.7% | +1.2% | -2.6% |
| 7D | -3.7% | +9.7% | -13.4% | -3.6% |
| 30D | -2.1% | -6.5% | +4.5% | -2.1% |
| 3M | +7.2% | -25.7% | +32.9% | +7.4% |
| 6M | +3.3% | +19.6% | -16.3% | -0.3% |
| All | +3.3% | +31.1% | -27.9% | -0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling