+100.6%
FLEX vs OKE
+40.5%
+60.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.9% | +6.3% | +7.8% |
| 7D | +5.7% | +1.2% | +4.5% | +6.5% |
| 30D | -7.0% | +4.5% | -11.5% | -4.3% |
| 3M | -23.8% | +9.6% | -33.4% | -18.2% |
| 6M | +82.6% | +15.4% | +67.3% | +98.4% |
| YTD | +91.6% | +36.5% | +55.2% | +111.8% |
| 1Y | +100.6% | +39.0% | +61.6% | +118.3% |
| All | +100.6% | +40.5% | +60.1% | +118.3% |
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