+6.0%
CLSK vs OKE
+138.0%
-132.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.9% | +5.9% | +6.1% |
| 7D | +7.7% | +1.2% | +6.5% | +6.8% |
| 30D | +12.2% | +4.5% | +7.7% | +8.2% |
| 3M | -15.5% | +9.6% | -25.1% | -23.2% |
| 6M | +39.3% | +15.4% | +24.0% | +16.9% |
| YTD | +35.1% | +36.5% | -1.4% | -4.0% |
| 1Y | +34.0% | +39.0% | -5.0% | -6.9% |
| 3Y | +226.3% | +74.3% | +152.0% | +72.4% |
| All | +6.0% | +138.0% | -132.1% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling