+1,003.0%
BE vs OKE
+130.2%
+872.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.7% | +6.0% |
| 7D | +9.0% | +1.2% | +7.8% | +8.3% |
| 30D | +16.3% | +4.5% | +11.8% | +12.5% |
| 3M | +10.8% | +9.6% | +1.2% | +1.4% |
| 6M | +73.2% | +15.4% | +57.8% | +49.7% |
| YTD | +217.4% | +36.5% | +180.9% | +140.7% |
| 1Y | +309.8% | +39.0% | +270.8% | +202.5% |
| 3Y | +1,726.2% | +74.3% | +1,651.9% | +1,058.7% |
| 5Y | +1,306.2% | +141.2% | +1,165.0% | +609.8% |
| All | +1,003.0% | +130.2% | +872.8% | +231.8% |
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