+55.0%
XOP vs POET
+30.3%
+24.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.1% |
| 7D | +2.6% | +0.4% | +2.2% | +2.6% |
| 30D | +9.6% | -10.4% | +20.0% | +10.1% |
| 3M | +20.4% | -29.3% | +49.7% | +21.9% |
| 6M | +19.9% | +6.9% | +13.0% | +13.1% |
| YTD | +56.4% | +25.6% | +30.8% | +45.0% |
| 1Y | +52.4% | +49.2% | +3.3% | +37.6% |
| 3Y | +39.9% | +128.4% | -88.6% | +12.0% |
| 5Y | +163.7% | -4.2% | +167.9% | +119.2% |
| All | +55.0% | +30.3% | +24.7% | +23.5% |
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 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