+53,005.7%
DHR vs OKE
+15,943.7%
+37,062.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -5.0% | 0.0% | -4.9% | -5.0% |
| 30D | -3.3% | +4.6% | -7.9% | -4.4% |
| 3M | +9.4% | +6.9% | +2.5% | +7.6% |
| 6M | +3.2% | +15.8% | -12.6% | -0.9% |
| YTD | -12.0% | +35.2% | -47.2% | -18.8% |
| 1Y | +4.9% | +37.6% | -32.7% | -3.7% |
| 3Y | -7.4% | +72.0% | -79.4% | -20.1% |
| 5Y | -29.8% | +139.0% | -168.7% | -44.4% |
| 10Y | +209.1% | +258.7% | -49.6% | +95.9% |
| All | +53,005.7% | +15,943.7% | +37,062.0% | +12,299.2% |
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