+4,534.0%
CNC vs OKE
+4,139.2%
+394.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +1.3% |
| 7D | -0.9% | +1.2% | -2.2% | -1.3% |
| 30D | -1.0% | +4.5% | -5.5% | -2.2% |
| 3M | +4.5% | +9.6% | -5.1% | +1.7% |
| 6M | +85.2% | +15.4% | +69.8% | +77.2% |
| YTD | +61.4% | +36.5% | +24.9% | +47.3% |
| 1Y | +94.9% | +39.0% | +55.9% | +76.7% |
| 3Y | 0.0% | +74.3% | -74.3% | -17.3% |
| 5Y | +11.2% | +141.2% | -130.0% | -17.6% |
| 10Y | +98.7% | +262.1% | -163.4% | +15.1% |
| All | +4,534.0% | +4,139.2% | +394.8% | +681.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling