+5.6%
CNC vs POET
-6.5%
+12.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.6% |
| 7D | -0.9% | +0.4% | -1.3% | -0.9% |
| 30D | -1.0% | -10.4% | +9.4% | -1.0% |
| 3M | +4.5% | -29.3% | +33.9% | +4.4% |
| 6M | +85.2% | +6.9% | +78.4% | +85.5% |
| YTD | +61.4% | +25.6% | +35.8% | +61.7% |
| 1Y | +94.9% | +49.2% | +45.7% | +95.4% |
| 3Y | 0.0% | +128.4% | -128.4% | +0.2% |
| All | +5.6% | -6.5% | +12.1% | +7.1% |
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