+4,404.4%
DELL vs OKE
+266.1%
+4,138.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.0% | +11.7% |
| 7D | +8.2% | +1.2% | +7.0% | +7.8% |
| 30D | +17.1% | +4.5% | +12.6% | +15.4% |
| 3M | +45.2% | +9.6% | +35.5% | +40.1% |
| 6M | +286.8% | +15.4% | +271.4% | +262.7% |
| YTD | +354.8% | +36.5% | +318.3% | +300.5% |
| 1Y | +358.3% | +39.0% | +319.3% | +300.0% |
| 3Y | +724.9% | +74.3% | +650.6% | +565.9% |
| 5Y | +1,193.7% | +141.2% | +1,052.5% | +831.7% |
| All | +4,404.4% | +266.1% | +4,138.4% | +2,579.7% |
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