-20.0%
POET vs XPO
+9,693.0%
-9,713.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.7% | -3.2% |
| 7D | +9.7% | -0.9% | +10.7% | +9.9% |
| 30D | -6.5% | -8.1% | +1.6% | -5.2% |
| 3M | -25.7% | -19.0% | -6.7% | -23.1% |
| 6M | +19.6% | -5.2% | +24.8% | +21.5% |
| YTD | +26.4% | +35.6% | -9.2% | +22.1% |
| 1Y | +50.1% | +41.1% | +9.0% | +44.4% |
| 3Y | +127.9% | +157.9% | -30.0% | +100.5% |
| 5Y | -5.9% | +265.6% | -271.5% | -22.3% |
| 10Y | +31.1% | +1,516.8% | -1,485.7% | -3.4% |
| All | -20.0% | +9,693.0% | -9,713.0% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling