+300.2%
CCJ vs POET
-6.5%
+306.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -1.2% |
| 7D | -4.0% | +0.4% | -4.4% | -4.1% |
| 30D | -2.4% | -10.4% | +8.0% | -1.5% |
| 3M | -2.3% | -29.3% | +27.0% | 0.0% |
| 6M | -16.2% | +6.9% | -23.1% | -22.2% |
| YTD | +5.7% | +25.6% | -19.9% | -3.8% |
| 1Y | +21.3% | +49.2% | -27.9% | +7.2% |
| 3Y | +159.4% | +128.4% | +30.9% | +112.8% |
| All | +300.2% | -6.5% | +306.6% | +248.5% |
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