+2,540.9%
CDNS vs POET
-24.0%
+2,564.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.3% |
| 7D | -6.5% | +3.7% | -10.2% | -6.7% |
| 30D | -13.0% | -11.5% | -1.5% | -12.7% |
| 3M | -26.0% | -30.8% | +4.8% | -25.5% |
| 6M | -2.8% | +8.6% | -11.4% | -4.5% |
| YTD | -8.8% | +20.1% | -28.9% | -10.8% |
| 1Y | -15.8% | +35.7% | -51.5% | -18.2% |
| 3Y | +19.7% | +116.5% | -96.8% | +12.7% |
| 5Y | +70.8% | -8.4% | +79.2% | +61.9% |
| 10Y | +1,038.0% | +24.6% | +1,013.4% | +948.7% |
| All | +2,540.9% | -24.0% | +2,564.9% | +2,240.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling