+7,728.9%
EOG vs OKE
+15,943.7%
-8,214.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +1.0% | 0.0% | +1.1% | +1.0% |
| 30D | +2.8% | +4.6% | -1.8% | +0.1% |
| 3M | +5.9% | +6.9% | -1.0% | +1.9% |
| 6M | +17.1% | +15.8% | +1.3% | +7.8% |
| YTD | +43.9% | +35.2% | +8.7% | +21.1% |
| 1Y | +26.9% | +37.6% | -10.7% | +5.6% |
| 3Y | +23.6% | +72.0% | -48.5% | -10.1% |
| 5Y | +178.1% | +139.0% | +39.2% | +72.1% |
| 10Y | +119.8% | +258.7% | -138.9% | +5.5% |
| All | +7,728.9% | +15,943.7% | -8,214.8% | +1,060.6% |
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 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