+272.1%
CNQ vs POET
-6.5%
+278.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.7% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +6.2% | -10.4% | +16.6% | +6.5% |
| 3M | +12.4% | -29.3% | +41.7% | +13.3% |
| 6M | +9.0% | +6.9% | +2.2% | +5.1% |
| YTD | +52.2% | +25.6% | +26.6% | +45.1% |
| 1Y | +65.0% | +49.2% | +15.9% | +54.7% |
| 3Y | +78.8% | +128.4% | -49.6% | +59.8% |
| All | +272.1% | -6.5% | +278.5% | +243.0% |
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