+262,142.5%
AMZN vs OKE
+5,522.3%
+256,620.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | -0.7% | +1.2% | -1.9% | -1.0% |
| 30D | -3.9% | +4.5% | -8.4% | -5.2% |
| 3M | +6.3% | +9.6% | -3.3% | +3.3% |
| 6M | +20.8% | +15.4% | +5.4% | +14.9% |
| YTD | +11.2% | +36.5% | -25.2% | +0.4% |
| 1Y | +11.7% | +39.0% | -27.3% | +0.1% |
| 3Y | +79.4% | +74.3% | +5.1% | +49.0% |
| 5Y | +48.0% | +141.2% | -93.2% | +11.5% |
| 10Y | +575.6% | +262.1% | +313.5% | +283.6% |
| All | +262,142.5% | +5,522.3% | +256,620.2% | +31,778.9% |
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