+1,682.5%
BMY vs OKE
+15,960.4%
-14,278.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | -0.7% | +6.1% | -6.7% | -1.9% |
| 3M | +15.3% | +10.4% | +4.9% | +12.9% |
| 6M | +8.5% | +14.2% | -5.6% | +5.3% |
| YTD | +23.4% | +35.3% | -11.9% | +15.5% |
| 1Y | +42.9% | +40.6% | +2.3% | +32.6% |
| 3Y | +22.0% | +72.2% | -50.3% | +7.5% |
| 5Y | +24.3% | +139.6% | -115.3% | +0.8% |
| 10Y | +64.6% | +259.1% | -194.5% | +10.3% |
| All | +1,682.5% | +15,960.4% | -14,278.0% | +348.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling