+135.0%
DAL vs OKE
+248.9%
-113.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | +0.5% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | -11.7% | +6.1% | -17.8% | -14.1% |
| 3M | -2.7% | +10.4% | -13.2% | -7.8% |
| 6M | +30.7% | +14.2% | +16.5% | +20.5% |
| YTD | +14.4% | +35.3% | -21.0% | -3.3% |
| 1Y | +31.2% | +40.6% | -9.4% | +8.6% |
| 3Y | +99.4% | +72.2% | +27.2% | +47.8% |
| 5Y | +98.6% | +139.6% | -41.1% | +24.4% |
| 10Y | +135.0% | +259.1% | -124.1% | +14.7% |
| All | +135.0% | +248.9% | -113.9% | +14.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling