+706.7%
ETN vs OKE
+266.1%
+440.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.0% | +3.6% |
| 7D | +3.5% | +1.2% | +2.3% | +3.1% |
| 30D | -7.5% | +4.5% | -12.0% | -8.9% |
| 3M | +8.3% | +9.6% | -1.3% | +4.4% |
| 6M | +20.2% | +15.4% | +4.8% | +12.9% |
| YTD | +34.7% | +36.5% | -1.8% | +18.5% |
| 1Y | +19.4% | +39.0% | -19.5% | +4.1% |
| 3Y | +85.5% | +74.3% | +11.2% | +48.6% |
| 5Y | +186.6% | +141.2% | +45.4% | +101.1% |
| All | +706.7% | +266.1% | +440.6% | +350.7% |
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