+504.9%
ABBV vs OKE
+266.1%
+238.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | +0.3% | +1.2% | -1.0% | 0.0% |
| 30D | +3.4% | +4.5% | -1.1% | +2.5% |
| 3M | +15.2% | +9.6% | +5.6% | +13.2% |
| 6M | +14.7% | +15.4% | -0.7% | +11.3% |
| YTD | +15.2% | +36.5% | -21.3% | +8.2% |
| 1Y | +20.4% | +39.0% | -18.6% | +12.5% |
| 3Y | +91.3% | +74.3% | +17.1% | +70.0% |
| 5Y | +189.6% | +141.2% | +48.4% | +138.8% |
| All | +504.9% | +266.1% | +238.8% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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