+190.8%
EQT vs OKE
+138.0%
+52.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -2.3% |
| 7D | -2.0% | +1.2% | -3.2% | -3.0% |
| 30D | 0.0% | +4.5% | -4.5% | -3.5% |
| 3M | +5.9% | +9.6% | -3.7% | -2.0% |
| 6M | -14.8% | +15.4% | -30.2% | -24.8% |
| YTD | +1.8% | +36.5% | -34.7% | -22.3% |
| 1Y | +7.4% | +39.0% | -31.6% | -19.4% |
| 3Y | +33.6% | +74.3% | -40.7% | -22.6% |
| All | +190.8% | +138.0% | +52.8% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling