+116.4%
DOCN vs OKE
+43.1%
+73.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.6% | -3.5% | -8.3% |
| 7D | -20.0% | -5.2% | -14.8% | -21.4% |
| 30D | -38.8% | +1.1% | -39.9% | -38.3% |
| 3M | -34.8% | +2.2% | -37.0% | -34.0% |
| 6M | -22.8% | 0.0% | -22.8% | -21.9% |
| YTD | +74.6% | +26.5% | +48.1% | +73.8% |
| 1Y | +116.4% | +44.6% | +71.8% | +70.6% |
| All | +116.4% | +43.1% | +73.3% | +70.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling