+147.9%
OXY vs POET
-6.5%
+154.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.3% |
| 7D | +2.8% | +0.4% | +2.5% | +2.8% |
| 30D | +5.5% | -10.4% | +15.8% | +5.8% |
| 3M | +11.3% | -29.3% | +40.6% | +12.2% |
| 6M | +11.6% | +6.9% | +4.7% | +7.5% |
| YTD | +51.6% | +25.6% | +26.0% | +44.3% |
| 1Y | +36.2% | +49.2% | -12.9% | +27.4% |
| 3Y | +1.7% | +128.4% | -126.7% | -10.1% |
| All | +147.9% | -6.5% | +154.4% | +136.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling