+75.5%
CVE vs POET
+130.8%
-55.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.9% | -2.4% | +2.4% |
| 7D | +0.2% | +17.0% | -16.9% | -0.4% |
| 30D | +17.5% | -6.7% | +24.2% | +17.7% |
| 3M | +16.2% | -32.3% | +48.5% | +17.4% |
| 6M | +47.8% | +32.3% | +15.4% | +41.3% |
| YTD | +98.5% | +31.3% | +67.2% | +89.2% |
| 1Y | +109.8% | +55.3% | +54.4% | +96.9% |
| 3Y | +75.5% | +136.8% | -61.3% | +70.3% |
| All | +75.5% | +130.8% | -55.4% | +70.3% |
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 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