+213.1%
USO vs POET
-6.5%
+219.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.6% | -6.8% | -2.3% |
| 7D | +9.1% | +0.4% | +8.7% | +9.1% |
| 30D | +21.7% | -10.4% | +32.1% | +21.8% |
| 3M | +20.2% | -29.3% | +49.6% | +20.8% |
| 6M | +43.4% | +6.9% | +36.5% | +40.6% |
| YTD | +124.0% | +25.6% | +98.4% | +118.2% |
| 1Y | +112.2% | +49.2% | +63.0% | +104.8% |
| 3Y | +97.7% | +128.4% | -30.8% | +84.6% |
| All | +213.1% | -6.5% | +219.5% | +196.9% |
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