+272.1%
C vs OKE
+70.9%
+201.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.3% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | +1.9% | +6.1% | -4.2% | -0.2% |
| 3M | +2.8% | +10.4% | -7.6% | -1.3% |
| 6M | +30.6% | +14.2% | +16.4% | +22.1% |
| YTD | +19.9% | +35.3% | -15.5% | +2.6% |
| 1Y | +44.6% | +40.6% | +3.9% | +20.9% |
| All | +272.1% | +70.9% | +201.2% | +166.0% |
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