+257.2%
XOM vs POET
-6.5%
+263.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | +4.1% | +0.4% | +3.7% | +4.1% |
| 30D | +4.6% | -10.4% | +15.0% | +4.7% |
| 3M | +14.0% | -29.3% | +43.3% | +14.4% |
| 6M | +11.0% | +6.9% | +4.1% | +8.7% |
| YTD | +40.7% | +25.6% | +15.1% | +36.9% |
| 1Y | +52.3% | +49.2% | +3.2% | +46.7% |
| 3Y | +60.5% | +128.4% | -68.0% | +49.8% |
| All | +257.2% | -6.5% | +263.7% | +237.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling