+25.0%
FLEX vs OKE
+43.1%
-18.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -3.6% | -8.7% | -14.5% |
| 7D | -17.0% | -5.2% | -11.7% | -19.9% |
| 30D | -33.8% | +1.1% | -35.0% | -33.0% |
| 3M | -39.0% | +2.2% | -41.3% | -37.4% |
| 6M | -15.9% | 0.0% | -15.9% | -12.8% |
| YTD | +27.8% | +26.5% | +1.3% | +37.2% |
| 1Y | +25.0% | +44.6% | -19.6% | +26.7% |
| All | +25.0% | +43.1% | -18.2% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling