+39.9%
XOP vs POET
+120.8%
-80.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | +2.6% | +0.4% | +2.2% | +2.6% |
| 30D | +9.6% | -10.4% | +20.0% | +9.9% |
| 3M | +20.4% | -29.3% | +49.7% | +21.2% |
| 6M | +19.9% | +6.9% | +13.0% | +15.9% |
| YTD | +56.4% | +25.6% | +30.8% | +49.6% |
| 1Y | +52.4% | +49.2% | +3.3% | +43.6% |
| 3Y | +39.9% | +128.4% | -88.6% | +32.9% |
| All | +39.9% | +120.8% | -80.9% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling