-4.6%
CARR vs OKE
+35.9%
-40.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.0% |
| 7D | +1.6% | +0.7% | +0.9% | +1.6% |
| 30D | -8.7% | +9.4% | -18.1% | -7.7% |
| 3M | -12.6% | +8.6% | -21.1% | -11.6% |
| 6M | -1.5% | +15.3% | -16.8% | -2.0% |
| YTD | +14.3% | +34.8% | -20.5% | +11.5% |
| 1Y | -4.6% | +35.3% | -39.8% | -7.9% |
| All | -4.6% | +35.9% | -40.5% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling