+52.6%
XOM vs POET
-21.9%
+74.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -4.6% |
| 7D | -7.0% | -16.4% | +9.4% | -7.2% |
| 30D | +3.2% | -37.5% | +40.7% | +2.9% |
| 3M | +10.7% | -43.1% | +53.7% | +10.3% |
| 6M | +11.6% | -31.4% | +43.0% | +10.5% |
| YTD | +43.5% | -22.9% | +66.4% | +40.3% |
| 1Y | +52.6% | -18.0% | +70.6% | +48.5% |
| All | +52.6% | -21.9% | +74.5% | +48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling