+209.9%
BKNG vs OKE
+262.7%
-52.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -10.7% | 0.0% | -10.6% | -10.7% |
| 30D | -18.1% | +4.6% | -22.7% | -19.3% |
| 3M | +8.5% | +6.9% | +1.6% | +5.7% |
| 6M | -0.1% | +15.8% | -15.8% | -5.8% |
| YTD | -18.2% | +35.2% | -53.4% | -27.1% |
| 1Y | -19.9% | +37.6% | -57.4% | -29.1% |
| 3Y | +41.6% | +72.0% | -30.4% | +14.6% |
| 5Y | +93.1% | +139.0% | -45.8% | +39.4% |
| All | +209.9% | +262.7% | -52.8% | +91.3% |
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