+2,780.0%
GE vs OKE
+15,960.4%
-13,180.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.2% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -11.3% | +6.1% | -17.3% | -13.0% |
| 3M | -1.4% | +10.4% | -11.8% | -5.2% |
| 6M | +1.2% | +14.2% | -12.9% | -4.7% |
| YTD | +5.9% | +35.3% | -29.4% | -6.5% |
| 1Y | +18.4% | +40.6% | -22.2% | +2.8% |
| 3Y | +271.0% | +72.2% | +198.8% | +196.9% |
| 5Y | +417.9% | +139.6% | +278.3% | +265.6% |
| 10Y | +152.0% | +259.1% | -107.1% | +41.6% |
| All | +2,780.0% | +15,960.4% | -13,180.4% | +429.1% |
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