+136.1%
C vs OKE
+136.3%
-0.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +0.3% | 0.0% | +0.3% | +0.2% |
| 30D | +2.0% | +4.6% | -2.6% | 0.0% |
| 3M | +4.4% | +6.9% | -2.6% | +0.8% |
| 6M | +28.3% | +15.8% | +12.6% | +18.0% |
| YTD | +20.5% | +35.2% | -14.7% | +1.7% |
| 1Y | +45.5% | +37.6% | +8.0% | +21.4% |
| 3Y | +274.0% | +72.0% | +202.0% | +172.7% |
| 5Y | +136.1% | +139.0% | -2.8% | +33.6% |
| All | +136.1% | +136.3% | -0.1% | +33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling