+115.6%
ASML vs OKE
+142.5%
-26.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.1% |
| 7D | +6.0% | +1.9% | +4.1% | +5.3% |
| 30D | +1.4% | +12.8% | -11.5% | -3.0% |
| 3M | +1.0% | +11.9% | -10.9% | -3.6% |
| 6M | +37.0% | +14.9% | +22.1% | +27.5% |
| YTD | +65.8% | +37.7% | +28.0% | +40.6% |
| 1Y | +123.1% | +44.1% | +79.0% | +83.9% |
| 3Y | +188.2% | +75.3% | +112.9% | +101.9% |
| 5Y | +115.6% | +144.0% | -28.4% | +28.8% |
| All | +115.6% | +142.5% | -26.9% | +28.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling