+65.4%
FDX vs OKE
+136.3%
-70.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -3.9% | 0.0% | -3.8% | -3.9% |
| 30D | -3.3% | +4.6% | -7.9% | -4.8% |
| 3M | -2.0% | +6.9% | -8.9% | -4.4% |
| 6M | +8.0% | +15.8% | -7.7% | +1.6% |
| YTD | +35.0% | +35.2% | -0.2% | +19.1% |
| 1Y | +73.7% | +37.6% | +36.1% | +51.9% |
| 3Y | +61.6% | +72.0% | -10.4% | +26.2% |
| 5Y | +65.4% | +139.0% | -73.6% | +18.6% |
| All | +65.4% | +136.3% | -70.9% | +18.6% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling