+97.9%
CVE vs POET
+43.4%
+54.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.2% |
| 7D | +1.6% | +3.7% | -2.0% | +1.5% |
| 30D | +11.7% | -11.5% | +23.3% | +12.0% |
| 3M | +18.2% | -30.8% | +49.0% | +19.1% |
| 6M | +48.8% | +8.6% | +40.2% | +42.1% |
| YTD | +99.4% | +20.1% | +79.3% | +87.8% |
| 1Y | +97.9% | +35.7% | +62.2% | +84.3% |
| All | +97.9% | +43.4% | +54.5% | +84.3% |
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