+1,592.1%
ACN vs OKE
+3,888.1%
-2,296.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.3% |
| 7D | -6.3% | -0.2% | -6.1% | -6.3% |
| 30D | -1.4% | +6.1% | -7.4% | -3.2% |
| 3M | +2.6% | +10.4% | -7.9% | -0.6% |
| 6M | -14.3% | +14.2% | -28.5% | -18.1% |
| YTD | -33.1% | +35.3% | -68.5% | -39.4% |
| 1Y | -28.8% | +40.6% | -69.4% | -36.3% |
| 3Y | -43.0% | +72.2% | -115.2% | -52.8% |
| 5Y | -44.0% | +139.6% | -183.6% | -58.6% |
| 10Y | +88.5% | +259.1% | -170.6% | +7.9% |
| All | +1,592.1% | +3,888.1% | -2,296.0% | +195.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling