+102.2%
USO vs POET
-21.9%
+124.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -3.9% | -8.2% |
| 7D | -12.7% | -16.4% | +3.7% | -13.1% |
| 30D | +1.0% | -37.5% | +38.5% | -0.2% |
| 3M | +25.6% | -43.1% | +68.6% | +24.0% |
| 6M | -1.5% | -31.4% | +29.9% | -0.8% |
| YTD | +110.3% | -22.9% | +133.2% | +108.7% |
| 1Y | +102.2% | -18.0% | +120.1% | +99.8% |
| All | +102.2% | -21.9% | +124.1% | +99.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling