+102.4%
XLP vs POET
+24.6%
+77.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.1% |
| 7D | -2.5% | +3.7% | -6.2% | -2.6% |
| 30D | -1.9% | -11.5% | +9.6% | -1.8% |
| 3M | -2.1% | -30.8% | +28.7% | -1.9% |
| 6M | -1.8% | +8.6% | -10.4% | -3.0% |
| YTD | +8.3% | +20.1% | -11.8% | +6.7% |
| 1Y | +6.8% | +35.7% | -28.9% | +4.7% |
| 3Y | +25.7% | +116.5% | -90.8% | +20.0% |
| 5Y | +31.9% | -8.4% | +40.3% | +26.7% |
| All | +102.4% | +24.6% | +77.9% | +89.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling