+192.9%
XOM vs POET
+30.3%
+162.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.3% |
| 7D | +4.1% | +0.4% | +3.7% | +4.1% |
| 30D | +4.6% | -10.4% | +15.0% | +4.9% |
| 3M | +14.0% | -29.3% | +43.3% | +14.8% |
| 6M | +11.0% | +6.9% | +4.1% | +7.0% |
| YTD | +40.7% | +25.6% | +15.1% | +34.1% |
| 1Y | +52.3% | +49.2% | +3.2% | +42.7% |
| 3Y | +60.5% | +128.4% | -68.0% | +38.9% |
| 5Y | +266.4% | -4.2% | +270.6% | +225.1% |
| All | +192.9% | +30.3% | +162.6% | +144.9% |
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