+6.4%
OXY vs POET
+30.3%
-23.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.2% |
| 7D | +2.8% | +0.4% | +2.5% | +2.8% |
| 30D | +5.5% | -10.4% | +15.8% | +6.0% |
| 3M | +11.3% | -29.3% | +40.6% | +12.7% |
| 6M | +11.6% | +6.9% | +4.7% | +5.3% |
| YTD | +51.6% | +25.6% | +26.0% | +40.6% |
| 1Y | +36.2% | +49.2% | -12.9% | +22.9% |
| 3Y | +1.7% | +128.4% | -126.7% | -18.9% |
| 5Y | +164.5% | -4.2% | +168.7% | +120.0% |
| All | +6.4% | +30.3% | -23.9% | -19.8% |
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 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