+1,044.2%
CDNS vs OKE
+266.1%
+778.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +1.3% |
| 7D | -1.1% | +1.2% | -2.4% | -1.4% |
| 30D | -10.4% | +4.5% | -14.9% | -11.4% |
| 3M | -24.6% | +9.6% | -34.2% | -26.5% |
| 6M | -1.6% | +15.4% | -17.0% | -5.7% |
| YTD | -7.4% | +36.5% | -43.9% | -15.1% |
| 1Y | -18.4% | +39.0% | -57.4% | -25.6% |
| 3Y | +19.0% | +74.3% | -55.3% | +2.5% |
| 5Y | +73.4% | +141.2% | -67.8% | +38.6% |
| All | +1,044.2% | +266.1% | +778.1% | +703.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling