+143.5%
CVE vs POET
+143.0%
+0.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.3% | -7.6% | +1.9% |
| 7D | +0.1% | +14.5% | -14.5% | -1.1% |
| 30D | -10.8% | -12.8% | +2.0% | -10.3% |
| 3M | -4.3% | -34.9% | +30.6% | -2.0% |
| 6M | -1.5% | -59.8% | +58.3% | +2.4% |
| YTD | +70.7% | -11.7% | +82.4% | +59.5% |
| 1Y | +58.1% | +5.7% | +52.4% | +44.5% |
| 3Y | +69.8% | +323.5% | -253.6% | +22.6% |
| 5Y | +148.9% | -31.0% | +179.9% | +105.6% |
| 10Y | +143.5% | +143.0% | +0.5% | +73.0% |
| All | +143.5% | +143.0% | +0.5% | +73.0% |
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 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