+46.3%
LYB vs POET
+30.3%
+16.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.6% | -1.2% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +2.5% | -10.4% | +12.8% | +2.9% |
| 3M | +1.4% | -29.3% | +30.7% | +2.4% |
| 6M | -3.5% | +6.9% | -10.3% | -7.5% |
| YTD | +52.0% | +25.6% | +26.4% | +43.8% |
| 1Y | +22.1% | +49.2% | -27.1% | +13.4% |
| 3Y | -22.8% | +128.4% | -151.2% | -33.9% |
| 5Y | -3.4% | -4.2% | +0.9% | -14.9% |
| All | +46.3% | +30.3% | +16.0% | +19.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling