+3,609.2%
DLR vs OKE
+2,312.0%
+1,297.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.2% |
| 7D | +2.9% | -0.2% | +3.1% | +2.9% |
| 30D | -1.2% | +6.1% | -7.2% | -2.5% |
| 3M | +2.9% | +10.4% | -7.5% | +0.3% |
| 6M | +6.7% | +14.2% | -7.5% | +2.7% |
| YTD | +23.9% | +35.3% | -11.5% | +14.2% |
| 1Y | +18.6% | +40.6% | -22.0% | +8.3% |
| 3Y | +59.7% | +72.2% | -12.5% | +37.9% |
| 5Y | +42.1% | +139.6% | -97.6% | +12.2% |
| 10Y | +176.7% | +259.1% | -82.4% | +73.0% |
| All | +3,609.2% | +2,312.0% | +1,297.1% | +846.9% |
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