+189.0%
CDE vs POET
-6.5%
+195.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | +9.5% | -10.4% | +19.8% | +10.6% |
| 3M | +25.5% | -29.3% | +54.8% | +29.2% |
| 6M | -7.9% | +6.9% | -14.8% | -14.1% |
| YTD | +15.6% | +25.6% | -10.0% | +4.9% |
| 1Y | +34.0% | +49.2% | -15.1% | +17.9% |
| 3Y | +791.9% | +128.4% | +663.5% | +597.1% |
| All | +189.0% | -6.5% | +195.4% | +135.4% |
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