+1,397.0%
BP vs OKE
+15,960.4%
-14,563.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.5% |
| 7D | +4.0% | -0.2% | +4.2% | +4.1% |
| 30D | +7.8% | +6.1% | +1.8% | +5.0% |
| 3M | +8.4% | +10.4% | -2.1% | +3.8% |
| 6M | +15.1% | +14.2% | +0.9% | +8.6% |
| YTD | +36.4% | +35.3% | +1.1% | +19.5% |
| 1Y | +40.9% | +40.6% | +0.3% | +21.3% |
| 3Y | +38.8% | +72.2% | -33.4% | +8.2% |
| 5Y | +141.1% | +139.6% | +1.5% | +63.8% |
| 10Y | +133.9% | +259.1% | -125.2% | +22.9% |
| All | +1,397.0% | +15,960.4% | -14,563.4% | +193.1% |
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