+28.8%
DAL vs OKE
+40.5%
-11.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.7% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -13.5% | +4.6% | -18.1% | -11.8% |
| 3M | +2.6% | +6.9% | -4.4% | +5.8% |
| 6M | +32.7% | +15.8% | +16.9% | +38.3% |
| YTD | +13.6% | +35.2% | -21.6% | +18.4% |
| 1Y | +28.8% | +37.6% | -8.7% | +28.0% |
| All | +28.8% | +40.5% | -11.6% | +28.0% |
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