+4,521.4%
DELL vs OKE
+272.6%
+4,248.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.3% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | +14.9% | +4.6% | +10.3% | +13.2% |
| 3M | +37.2% | +6.9% | +30.3% | +33.4% |
| 6M | +254.0% | +15.8% | +238.2% | +231.3% |
| YTD | +306.1% | +35.2% | +271.0% | +258.6% |
| 1Y | +312.3% | +37.6% | +274.7% | +260.8% |
| 3Y | +654.0% | +72.0% | +582.0% | +510.8% |
| 5Y | +1,055.3% | +139.0% | +916.4% | +733.6% |
| 10Y | +3,948.9% | +258.7% | +3,690.2% | +2,278.4% |
| All | +4,521.4% | +272.6% | +4,248.8% | +2,588.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling