+128.4%
POET vs XPO
+151.0%
-22.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +0.4% | -5.7% | +6.0% | +2.9% |
| 30D | -10.4% | -12.8% | +2.4% | -4.7% |
| 3M | -29.3% | -20.0% | -9.4% | -22.2% |
| 6M | +6.9% | -6.0% | +12.9% | +11.5% |
| YTD | +25.6% | +34.0% | -8.5% | +17.0% |
| 1Y | +49.2% | +35.6% | +13.6% | +38.8% |
| 3Y | +128.4% | +152.3% | -23.8% | +60.7% |
| All | +128.4% | +151.0% | -22.5% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling