+75.8%
CDNS vs POET
-6.5%
+82.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.1% | +1.3% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | -10.4% | -10.4% | -0.1% | -10.0% |
| 3M | -24.6% | -29.3% | +4.7% | -23.5% |
| 6M | -1.6% | +6.9% | -8.5% | -5.3% |
| YTD | -7.4% | +25.6% | -33.0% | -12.1% |
| 1Y | -18.4% | +49.2% | -67.6% | -23.9% |
| 3Y | +19.0% | +128.4% | -109.5% | +7.3% |
| All | +75.8% | -6.5% | +82.2% | +60.4% |
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