+16.3%
CVX vs POET
+13.3%
+3.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.6% |
| 7D | +0.7% | +3.7% | -3.0% | +0.8% |
| 30D | +9.1% | -11.5% | +20.7% | +8.9% |
| 3M | +13.1% | -30.8% | +43.9% | +12.9% |
| 6M | +16.3% | +8.6% | +7.7% | +16.7% |
| All | +16.3% | +13.3% | +3.0% | +16.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling