+198.1%
DOCN vs OKE
+174.5%
+23.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.2% | +10.5% | +11.6% |
| 7D | +16.3% | +1.9% | +14.4% | +15.4% |
| 30D | +2.0% | +12.8% | -10.8% | -3.7% |
| 3M | -25.2% | +11.9% | -37.1% | -29.9% |
| 6M | +132.7% | +14.9% | +117.8% | +111.5% |
| YTD | +163.3% | +37.7% | +125.6% | +112.8% |
| 1Y | +280.3% | +44.1% | +236.3% | +198.0% |
| 3Y | +371.8% | +75.3% | +296.6% | +210.9% |
| 5Y | +87.1% | +144.0% | -56.9% | +5.2% |
| All | +198.1% | +174.5% | +23.6% | +56.4% |
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