+93.1%
ACN vs OKE
+266.1%
-173.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.4% | +3.1% |
| 7D | -1.5% | +1.2% | -2.8% | -1.8% |
| 30D | +2.1% | +4.5% | -2.4% | +0.9% |
| 3M | +11.1% | +9.6% | +1.5% | +8.3% |
| 6M | -6.8% | +15.4% | -22.2% | -10.7% |
| YTD | -30.0% | +36.5% | -66.5% | -35.9% |
| 1Y | -23.1% | +39.0% | -62.1% | -30.0% |
| 3Y | -40.4% | +74.3% | -114.7% | -49.7% |
| 5Y | -41.6% | +141.2% | -182.8% | -55.0% |
| All | +93.1% | +266.1% | -173.0% | +30.5% |
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