+467.1%
AXP vs OKE
+248.9%
+218.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.6% |
| 7D | -2.5% | -0.2% | -2.3% | -2.4% |
| 30D | -5.0% | +6.1% | -11.1% | -7.5% |
| 3M | +1.4% | +10.4% | -9.1% | -3.6% |
| 6M | +6.0% | +14.2% | -8.2% | -1.4% |
| YTD | -12.3% | +35.3% | -47.6% | -24.7% |
| 1Y | +0.3% | +40.6% | -40.3% | -15.6% |
| 3Y | +111.7% | +72.2% | +39.4% | +61.3% |
| 5Y | +114.5% | +139.6% | -25.1% | +39.9% |
| 10Y | +467.1% | +259.1% | +208.0% | +189.5% |
| All | +467.1% | +248.9% | +218.1% | +189.5% |
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