+167.0%
CVX vs POET
-6.5%
+173.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.5% |
| 7D | +2.6% | +0.4% | +2.2% | +2.6% |
| 30D | +9.8% | -10.4% | +20.2% | +10.0% |
| 3M | +16.2% | -29.3% | +45.5% | +16.8% |
| 6M | +13.6% | +6.9% | +6.8% | +10.6% |
| YTD | +44.4% | +25.6% | +18.8% | +39.4% |
| 1Y | +40.6% | +49.2% | -8.6% | +34.1% |
| 3Y | +48.2% | +128.4% | -80.3% | +35.2% |
| All | +167.0% | -6.5% | +173.5% | +150.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling