+1,163.5%
C vs OKE
+15,895.1%
-14,731.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +3.6% | +0.7% | +2.9% | +3.3% |
| 30D | +0.1% | +9.4% | -9.3% | -4.2% |
| 3M | +2.4% | +8.6% | -6.1% | -2.2% |
| 6M | +24.9% | +15.3% | +9.6% | +14.7% |
| YTD | +19.8% | +34.8% | -15.0% | +1.6% |
| 1Y | +44.9% | +35.3% | +9.6% | +22.2% |
| 3Y | +263.0% | +69.5% | +193.5% | +171.7% |
| 5Y | +129.5% | +135.2% | -5.7% | +44.3% |
| 10Y | +291.6% | +261.7% | +29.9% | +76.0% |
| All | +1,163.5% | +15,895.1% | -14,731.5% | +39.2% |
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