+173.5%
CVE vs POET
+27.0%
+146.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.7% | +4.5% | +1.1% |
| 7D | +2.0% | +9.7% | -7.8% | +1.2% |
| 30D | +13.2% | -6.5% | +19.7% | +13.5% |
| 3M | +21.7% | -25.7% | +47.4% | +23.2% |
| 6M | +48.4% | +19.6% | +28.8% | +37.2% |
| YTD | +100.1% | +26.4% | +73.7% | +83.0% |
| 1Y | +107.8% | +50.1% | +57.7% | +84.1% |
| 3Y | +76.9% | +127.9% | -51.0% | +36.2% |
| 5Y | +346.2% | -5.9% | +352.1% | +260.7% |
| 10Y | +173.5% | +31.1% | +142.4% | +98.8% |
| All | +173.5% | +27.0% | +146.5% | +98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling