+70.3%
CVE vs POET
+73.7%
-3.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.8% | +8.5% | +2.0% |
| 7D | +4.6% | +22.3% | -17.7% | +3.4% |
| 30D | -12.0% | -17.6% | +5.6% | -11.4% |
| 3M | -3.8% | -41.3% | +37.5% | -1.6% |
| 6M | -2.7% | -62.1% | +59.3% | +0.2% |
| YTD | +73.6% | -17.7% | +91.3% | +66.8% |
| 1Y | +62.0% | +3.2% | +58.8% | +53.1% |
| 3Y | +72.7% | +294.7% | -222.0% | +41.9% |
| 5Y | +153.9% | -37.2% | +191.2% | +124.4% |
| 10Y | +147.6% | +126.5% | +21.1% | +97.0% |
| All | +70.3% | +73.7% | -3.4% | +35.1% |
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