-82.2%
USO vs POET
-20.5%
-61.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.9% |
| 3M | +20.2% | -29.3% | +49.6% | +20.8% |
| 6M | +43.4% | +6.9% | +36.5% | +40.2% |
| YTD | +124.0% | +25.6% | +98.4% | +117.6% |
| 1Y | +112.2% | +49.2% | +63.0% | +104.2% |
| 3Y | +97.7% | +128.4% | -30.8% | +81.7% |
| 5Y | +217.4% | -4.2% | +221.6% | +195.0% |
| 10Y | +82.8% | +30.3% | +52.5% | +62.2% |
| All | -82.2% | -20.5% | -61.7% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling