-6.1%
XOP vs POET
-24.0%
+17.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.4% |
| 7D | +1.6% | +3.7% | -2.1% | +1.5% |
| 30D | +9.6% | -11.5% | +21.1% | +10.0% |
| 3M | +16.9% | -30.8% | +47.7% | +18.0% |
| 6M | +24.0% | +8.6% | +15.5% | +19.5% |
| YTD | +56.2% | +20.1% | +36.1% | +49.3% |
| 1Y | +51.8% | +35.7% | +16.1% | +43.1% |
| 3Y | +37.0% | +116.5% | -79.6% | +19.9% |
| 5Y | +163.4% | -8.4% | +171.8% | +134.9% |
| 10Y | +56.6% | +24.6% | +32.0% | +30.8% |
| All | -6.1% | -24.0% | +17.9% | -32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling