+89.9%
CVE vs POET
+164.0%
-74.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.0% | -9.4% | -1.7% |
| 7D | +2.5% | +5.6% | -3.1% | +2.2% |
| 30D | +16.7% | -2.1% | +18.8% | +16.7% |
| 3M | +9.3% | -48.8% | +58.1% | +12.2% |
| 6M | +43.6% | +15.8% | +27.8% | +36.7% |
| YTD | +93.6% | +25.1% | +68.5% | +82.8% |
| 1Y | +98.8% | +50.6% | +48.2% | +83.7% |
| 3Y | +73.6% | +107.9% | -34.3% | +47.6% |
| 5Y | +312.5% | -11.0% | +323.5% | +258.9% |
| 10Y | +161.0% | +25.7% | +135.3% | +108.9% |
| All | +89.9% | +164.0% | -74.1% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling