+110.5%
CNC vs POET
-21.9%
+132.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -4.1% | +16.8% | +12.6% |
| 7D | +13.4% | -16.4% | +29.8% | +13.0% |
| 30D | +18.2% | -37.5% | +55.7% | +17.4% |
| 3M | +18.6% | -43.1% | +61.7% | +17.7% |
| 6M | +41.9% | -31.4% | +73.3% | +44.2% |
| YTD | +84.7% | -22.9% | +107.6% | +85.1% |
| 1Y | +110.5% | -18.0% | +128.5% | +109.4% |
| All | +110.5% | -21.9% | +132.4% | +109.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling