+60.2%
CNQ vs POET
-19.6%
+79.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -7.4% |
| 7D | -9.4% | -16.4% | +7.0% | -9.3% |
| 30D | +2.8% | -37.5% | +40.3% | +3.1% |
| 3M | +8.5% | -43.1% | +51.5% | +8.8% |
| 6M | +6.4% | -31.4% | +37.8% | +6.8% |
| YTD | +50.9% | -22.9% | +73.8% | +46.5% |
| All | +60.2% | -19.6% | +79.8% | +55.2% |
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