+807.7%
ORCL vs POET
-16.9%
+824.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.9% | -2.6% | +2.2% |
| 7D | +15.0% | +17.0% | -2.0% | +14.3% |
| 30D | +10.5% | -6.7% | +17.3% | +10.8% |
| 3M | -23.0% | -32.3% | +9.3% | -22.1% |
| 6M | +7.0% | +32.3% | -25.3% | +4.0% |
| YTD | -15.8% | +31.3% | -47.1% | -18.4% |
| 1Y | -31.1% | +55.3% | -86.4% | -33.8% |
| 3Y | +33.3% | +136.8% | -103.5% | +23.0% |
| 5Y | +94.3% | -2.2% | +96.5% | +81.0% |
| 10Y | +363.4% | +34.0% | +329.3% | +311.7% |
| All | +807.7% | -16.9% | +824.6% | +667.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling