+237.5%
DOCN vs OKE
+62.2%
+175.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.4% |
| 7D | +19.1% | +5.4% | +13.7% | +17.7% |
| 30D | -21.0% | -1.3% | -19.7% | -20.8% |
| 3M | -34.7% | -2.0% | -32.7% | -34.6% |
| 6M | -45.8% | +3.4% | -49.2% | -46.9% |
| YTD | +79.4% | +28.2% | +51.2% | +56.7% |
| 1Y | +91.0% | +35.7% | +55.4% | +61.7% |
| 3Y | +237.5% | +61.0% | +176.4% | +140.6% |
| All | +237.5% | +62.2% | +175.2% | +140.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling