-12.1%
DASH vs OKE
+36.3%
-48.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.3% |
| 7D | -4.5% | +5.4% | -9.9% | -2.7% |
| 30D | -6.8% | -1.3% | -5.5% | -7.3% |
| 3M | -20.7% | -2.0% | -18.7% | -21.1% |
| 6M | +15.1% | +3.4% | +11.6% | +17.0% |
| YTD | -24.3% | +28.2% | -52.4% | -18.8% |
| 1Y | -12.1% | +35.7% | -47.8% | -7.8% |
| All | -12.1% | +36.3% | -48.5% | -7.8% |
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