-44.1%
CHTR vs OKE
+40.8%
-84.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.7% | +7.3% | +4.9% |
| 7D | +15.5% | -9.0% | +24.5% | +16.8% |
| 30D | +15.9% | -2.3% | +18.1% | +15.6% |
| 3M | -17.8% | 0.0% | -17.8% | -17.9% |
| 6M | -20.5% | -2.0% | -18.5% | -20.8% |
| YTD | -39.7% | +23.2% | -62.9% | -41.5% |
| 1Y | -44.1% | +36.6% | -80.7% | -47.2% |
| All | -44.1% | +40.8% | -84.9% | -47.2% |
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