+153.3%
XOP vs POET
-6.5%
+159.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.0% |
| 3M | +20.4% | -29.3% | +49.7% | +21.4% |
| 6M | +19.9% | +6.9% | +13.0% | +14.9% |
| YTD | +56.4% | +25.6% | +30.8% | +47.9% |
| 1Y | +52.4% | +49.2% | +3.3% | +41.5% |
| 3Y | +39.9% | +128.4% | -88.6% | +21.6% |
| All | +153.3% | -6.5% | +159.8% | +127.9% |
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