+67.8%
B vs OKE
+35.9%
+31.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.3% |
| 7D | -1.6% | +0.7% | -2.3% | -1.3% |
| 30D | +9.4% | +9.4% | 0.0% | +13.8% |
| 3M | +5.0% | +8.6% | -3.6% | +9.1% |
| 6M | -3.5% | +15.3% | -18.8% | +1.0% |
| YTD | +4.5% | +34.8% | -30.3% | +13.8% |
| 1Y | +67.8% | +35.3% | +32.5% | +75.2% |
| All | +67.8% | +35.9% | +31.9% | +75.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling