+8,269.1%
FLEX vs OKE
+11,214.1%
-2,945.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.2% | +2.2% | +3.4% |
| 7D | +7.0% | +1.9% | +5.1% | +6.1% |
| 30D | -5.8% | +12.8% | -18.6% | -10.8% |
| 3M | -24.2% | +11.9% | -36.1% | -28.6% |
| 6M | +90.8% | +14.9% | +75.9% | +74.2% |
| YTD | +89.2% | +37.7% | +51.5% | +57.9% |
| 1Y | +104.7% | +44.1% | +60.6% | +66.5% |
| 3Y | +478.1% | +75.3% | +402.8% | +326.6% |
| 5Y | +726.2% | +144.0% | +582.2% | +418.0% |
| 10Y | +1,060.6% | +249.7% | +810.9% | +422.0% |
| All | +8,269.1% | +11,214.1% | -2,945.0% | +758.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling