+143.7%
XLC vs POET
+205.8%
-62.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.8% |
| 7D | +0.5% | +0.4% | +0.1% | +0.5% |
| 30D | +2.1% | -10.4% | +12.5% | +2.4% |
| 3M | +0.7% | -29.3% | +30.0% | +1.6% |
| 6M | -3.2% | +6.9% | -10.1% | -6.7% |
| YTD | -3.8% | +25.6% | -29.4% | -8.4% |
| 1Y | -2.0% | +49.2% | -51.2% | -8.5% |
| 3Y | +71.4% | +128.4% | -57.1% | +48.4% |
| 5Y | +40.7% | -4.2% | +44.9% | +25.0% |
| All | +143.7% | +205.8% | -62.1% | +93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling