-32.2%
CRCL vs OKE
+40.5%
-72.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.4% |
| 7D | -11.2% | +1.2% | -12.5% | -11.1% |
| 30D | +27.1% | +4.5% | +22.6% | +27.6% |
| 3M | +9.6% | +9.6% | 0.0% | +9.6% |
| 6M | -19.7% | +15.4% | -35.1% | -22.2% |
| YTD | +14.2% | +36.5% | -22.2% | +1.3% |
| 1Y | -32.2% | +39.0% | -71.2% | -42.0% |
| All | -32.2% | +40.5% | -72.7% | -42.0% |
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