+69.2%
CVE vs POET
+330.0%
-260.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.3% | -7.6% | +2.3% |
| 7D | +0.1% | +14.5% | -14.5% | -0.5% |
| 30D | -10.8% | -12.8% | +2.0% | -10.6% |
| 3M | -4.3% | -34.9% | +30.6% | -3.2% |
| 6M | -1.5% | -59.8% | +58.3% | +0.5% |
| YTD | +70.7% | -11.7% | +82.4% | +64.0% |
| 1Y | +58.1% | +5.7% | +52.4% | +50.0% |
| All | +69.2% | +330.0% | -260.8% | +51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling