+3,847.4%
ANET vs OKE
+266.1%
+3,581.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +5.4% |
| 7D | +3.0% | +1.2% | +1.8% | +2.7% |
| 30D | -5.2% | +4.5% | -9.7% | -6.2% |
| 3M | +27.6% | +9.6% | +18.0% | +24.5% |
| 6M | +44.4% | +15.4% | +29.0% | +38.6% |
| YTD | +52.3% | +36.5% | +15.9% | +39.8% |
| 1Y | +30.4% | +39.0% | -8.6% | +18.8% |
| 3Y | +313.3% | +74.3% | +239.0% | +260.1% |
| 5Y | +810.0% | +141.2% | +668.8% | +642.1% |
| All | +3,847.4% | +266.1% | +3,581.3% | +2,864.8% |
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