-24.8%
CCL vs OKE
+35.9%
-60.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | -0.1% |
| 7D | -5.0% | +0.7% | -5.8% | -4.7% |
| 30D | -20.3% | +9.4% | -29.7% | -16.1% |
| 3M | -15.1% | +8.6% | -23.7% | -10.3% |
| 6M | -15.1% | +15.3% | -30.4% | -9.6% |
| YTD | -21.8% | +34.8% | -56.6% | -18.8% |
| 1Y | -24.8% | +35.3% | -60.1% | -24.2% |
| All | -24.8% | +35.9% | -60.7% | -24.2% |
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 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