+5,266.0%
ORLY vs POET
-20.5%
+5,286.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | -2.4% | +0.4% | -2.7% | -2.4% |
| 30D | -6.8% | -10.4% | +3.6% | -6.7% |
| 3M | -4.8% | -29.3% | +24.6% | -4.6% |
| 6M | -9.1% | +6.9% | -15.9% | -9.8% |
| YTD | -5.9% | +25.6% | -31.5% | -6.9% |
| 1Y | -20.4% | +49.2% | -69.6% | -21.6% |
| 3Y | +36.6% | +128.4% | -91.9% | +32.0% |
| 5Y | +117.3% | -4.2% | +121.5% | +111.0% |
| 10Y | +362.7% | +30.3% | +332.4% | +341.9% |
| All | +5,266.0% | -20.5% | +5,286.5% | +5,581.0% |
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 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