+340.6%
CVX vs POET
-24.0%
+364.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.4% |
| 7D | +0.7% | +3.7% | -3.0% | +0.6% |
| 30D | +9.1% | -11.5% | +20.7% | +9.4% |
| 3M | +13.1% | -30.8% | +43.9% | +13.8% |
| 6M | +16.3% | +8.6% | +7.7% | +13.2% |
| YTD | +43.5% | +20.1% | +23.4% | +39.0% |
| 1Y | +40.2% | +35.7% | +4.4% | +34.4% |
| 3Y | +44.2% | +116.5% | -72.3% | +31.0% |
| 5Y | +170.6% | -8.4% | +179.1% | +148.9% |
| 10Y | +220.3% | +24.6% | +195.7% | +180.7% |
| All | +340.6% | -24.0% | +364.6% | +260.4% |
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