-1.9%
POET vs CNI
+12.6%
-14.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.2% |
| 7D | +0.4% | -0.4% | +0.8% | +0.6% |
| 30D | -10.4% | -2.7% | -7.7% | -9.1% |
| 3M | -29.3% | +3.9% | -33.3% | -31.1% |
| 6M | +6.9% | +16.4% | -9.5% | -1.6% |
| YTD | +25.6% | +25.8% | -0.2% | +11.1% |
| 1Y | +49.2% | +32.4% | +16.8% | +28.9% |
| 3Y | +128.4% | +19.1% | +109.4% | +98.9% |
| All | -1.9% | +12.6% | -14.5% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 5y: compounded portfolio wealth divided by compounded CNI 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…
5y analysis · Full analysis span regression · 6 months rolling