+1,726.2%
BE vs OKE
+72.4%
+1,653.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.7% | +6.2% |
| 7D | +9.0% | +1.2% | +7.8% | +8.6% |
| 30D | +16.3% | +4.5% | +11.8% | +13.7% |
| 3M | +10.8% | +9.6% | +1.2% | +4.1% |
| 6M | +73.2% | +15.4% | +57.8% | +53.2% |
| YTD | +217.4% | +36.5% | +180.9% | +142.3% |
| 1Y | +309.8% | +39.0% | +270.8% | +204.2% |
| 3Y | +1,726.2% | +74.3% | +1,651.9% | +904.7% |
| All | +1,726.2% | +72.4% | +1,653.8% | +904.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling