+19.1%
DASH vs OKE
+16.0%
+3.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.8% |
| 7D | -10.6% | +0.7% | -11.3% | -10.2% |
| 30D | +2.2% | +9.4% | -7.2% | +7.2% |
| 3M | +32.3% | +8.6% | +23.7% | +38.0% |
| 6M | +19.1% | +15.3% | +3.8% | +27.5% |
| All | +19.1% | +16.0% | +3.2% | +27.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling