-69.3%
CPNG vs POET
-6.5%
-62.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.5% | +2.7% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | -7.4% | -10.4% | +3.0% | -6.8% |
| 3M | -12.3% | -29.3% | +17.0% | -11.0% |
| 6M | -19.4% | +6.9% | -26.3% | -24.4% |
| YTD | -35.9% | +25.6% | -61.5% | -41.0% |
| 1Y | -53.4% | +49.2% | -102.6% | -58.5% |
| 3Y | -20.0% | +128.4% | -148.4% | -36.5% |
| 5Y | -49.6% | -4.2% | -45.3% | -57.5% |
| All | -69.3% | -6.5% | -62.8% | -75.0% |
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 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