+98.5%
FLEX vs OKE
+35.9%
+62.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.3% |
| 7D | -0.9% | +0.7% | -1.6% | -0.4% |
| 30D | -10.1% | +9.4% | -19.5% | -4.4% |
| 3M | -31.3% | +8.6% | -39.9% | -26.7% |
| 6M | +71.3% | +15.3% | +56.0% | +84.2% |
| YTD | +81.2% | +34.8% | +46.5% | +97.4% |
| 1Y | +98.5% | +35.3% | +63.2% | +115.2% |
| All | +98.5% | +35.9% | +62.6% | +115.2% |
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