-16.3%
ORLY vs POET
+56.2%
-72.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.0% | -7.5% | +0.7% |
| 7D | -0.7% | +5.6% | -6.3% | -0.6% |
| 30D | -5.9% | -2.1% | -3.8% | -5.9% |
| 3M | -0.6% | -48.8% | +48.3% | -0.9% |
| 6M | -6.8% | +15.8% | -22.6% | -5.3% |
| YTD | -3.6% | +25.1% | -28.8% | -1.6% |
| 1Y | -16.3% | +50.6% | -66.9% | -11.0% |
| All | -16.3% | +56.2% | -72.5% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling