+167.0%
CVX vs OKE
+138.0%
+29.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.1% |
| 7D | +2.6% | +1.2% | +1.4% | +1.8% |
| 30D | +9.8% | +4.5% | +5.3% | +6.9% |
| 3M | +16.2% | +9.6% | +6.6% | +10.0% |
| 6M | +13.6% | +15.4% | -1.8% | +4.2% |
| YTD | +44.4% | +36.5% | +7.9% | +19.6% |
| 1Y | +40.6% | +39.0% | +1.6% | +15.0% |
| 3Y | +48.2% | +74.3% | -26.1% | +0.1% |
| All | +167.0% | +138.0% | +29.0% | +44.2% |
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 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