+141.3%
XLC vs POET
+192.3%
-51.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +0.8% |
| 7D | -1.7% | +3.7% | -5.3% | -1.8% |
| 30D | +0.2% | -11.5% | +11.7% | +0.6% |
| 3M | +0.7% | -30.8% | +31.5% | +1.6% |
| 6M | -4.5% | +8.6% | -13.0% | -8.1% |
| YTD | -4.7% | +20.1% | -24.8% | -9.1% |
| 1Y | -1.5% | +35.7% | -37.2% | -7.6% |
| 3Y | +72.2% | +116.5% | -44.3% | +49.6% |
| 5Y | +39.3% | -8.4% | +47.7% | +24.0% |
| All | +141.3% | +192.3% | -51.0% | +91.8% |
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 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